In any design and construction project — whether you’re an owner, an appointing party, an architect, a contractor, a consultant, or a subcontractor — holding teams accountable for their contractual obligations is critical for project success.
But traditional document management methods (Word docs, emailed PDFs, messy folders) often create the opposite: confusion, miscommunication, and lost accountability.
Plannerly’s Docs module is built to fix that.
Here’s how it transforms the way teams work together:
1. Structured, Collaborative Contract Documents
Instead of static PDFs buried in email chains, Plannerly creates a structured, centralized space where all project documents — like requirements, scopes, contracts, BEPs, plans, and more — are easy to build, review, update, and approve.
Everything is organized, trackable, and version-controlled from day one.
2. Real Accountability — Not Just Paper Trails
In traditional workflows, it’s almost impossible to assign ownership to individual parts of a document.
Plannerly changes that. You can assign specific sections to individuals or teams for review and approval, making responsibilities crystal clear.
No more “I didn’t see that” excuses.
3. Easy, Actionable Feedback (Without the Chaos)
Plannerly lets teams comment directly on the document sections they are responsible for — so feedback is clear, traceable, and easy to manage.
No more digging through marked-up PDFs, lost email threads, or forgotten change requests.
The reviewer knows exactly where to comment.
The document owner knows exactly what needs to be updated.
Nothing gets lost.
4. Integrated Workflow: From Planning to Handover
The power of Plannerly doesn’t stop with Docs.
All approved documents and obligations flow seamlessly through to the Scope and File Manager modules — with:
Auto-versioning
Automatic file naming (aligned with ISO 19650 and other international standards)
Dynamic sorting and metadata management (no more manual folders!)
This means that requirements don’t just get written — they get connected, tracked, and delivered across the full supply chain.
5. Audit Trail for Peace of Mind
Every decision, comment, update, and approval is logged — building a full audit history without any extra effort.
If disputes arise, you have clear, verifiable records showing exactly what was agreed and when.
Bonus: Automated Checking for Faster Compliance
Plannerly doesn’t just help you plan — it also automatically checks if requirements are being met in your models and files.
Instead of manual reviews, teams can quickly validate deliverables against agreed information requirements, saving time and avoiding costly mistakes.
In Short:
Plannerly’s Docs module helps everyone across the supply chain — from owners to subcontractors — to define, assign, track, and deliver contractual obligations with real accountability and fewer headaches.
It replaces fragmented Word docs and lost PDFs with live, collaborative documents that drive clarity, responsibility, and project success — all the way through to final delivery.