How to Find and Use Templates in Plannerly

Where to Find Templates

Plannerly offers templates in two main modules:

• Docs Module:
  In the Docs module, you'll find a variety of ISO 19650 templates. These templates are available in multiple languages, making it easier to comply with standards and collaborate across different regions.

• Scope Module:
  In the Scope module, you can access templates for classifications and information requirements. Alternatively, you can also access the buildingSMART Data Dictionary, helping you maintain consistency and interoperability in your project data.

How to Access Templates

1. Navigate to the correct module:

   • To access document templates, open the Docs module.

   • To access scope and classification templates, open the Scope module.

2. Open the Library:
   On the left-hand side of the screen, click on the Library icon (it looks like a small bookshelf).

3. Select Plannerly Templates:
   In the library view, use the drop-down menu and select Plannerly Templates.
   This will display all available templates relevant to the module you are in.

4. Choose a Template:
   Browse through the templates, select the one that suits your needs, and easily add it to your project.

Quick Tips

• You can customize the templates after inserting them into your project to fit your specific project needs.

• Use the linked buildingSMART Data Dictionary features in the Scope templates to enhance data quality and consistency.