This guide explains how to export Plannerly data to Excel and use the Revit Plug-in to push structured information into Revit families.
This workflow keeps Plannerly as your structured source of truth while ensuring model data in Revit aligns with agreed scope, requirements, and verification processes.
Using the Revit Plug-in
You can export your Plannerly data (such as scope items, requirements, or codes) to Excel. The Revit Plug-in available on the Autodesk App Store can then consume that Excel export and help push the information directly into your Revit families.
This workflow allows you to:
- Keep Plannerly as your central source of truth for scope and requirements.
- Transfer structured data into Revit families with minimal manual input.
- Maintain consistency across project documentation and model elements.
Workflow summary
Export from Plannerly: Download your scope or requirements into Excel.
Install the Revit Plug-in: Get it from the Autodesk App Store.
Push data into Revit: Use the plug-in to map and load Plannerly’s data into your Revit families.
Verify in Plannerly: Use Plannerly’s Verify module to link Revit elements back to tasks, ensuring requirements are met. This provides a clear process for final checking, verification, and closure of tasks.
Best practice: Manage requirements and structured definitions in Plannerly first, then push into Revit. This helps avoid inconsistent, model-first requirements that are hard to trace and verify.
With this combination, your team can manage requirements in Plannerly, transfer them into Revit, and then close the loop with final verification inside Plannerly.
Related Articles
- Plannerly Revit Add-on Integration
- Model Connections
- Running and Reviewing Checks
- Why is a parameter not linking in Verify?
- Why is a parameter connected but not linking in Verify?
FAQs
Do I need the Revit Plug-in to connect Plannerly data to Revit?
Yes. This workflow uses Plannerly’s Excel export, which the Revit Plug-in reads to map and load structured data into Revit families.
Can I verify Revit data after importing?
Yes. Use Plannerly’s Verify module to check that Revit elements align with defined scope items and information requirements.
What happens if I change requirements later?
You can re-export updated data from Plannerly, push revisions into Revit using the plug-in, and re-run verification to confirm alignment.
If you need help setting up this workflow or mapping Excel fields to Revit parameters, reach out via in-app chat and we will guide you.
