🛠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 here.
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.
With this combination, your team can manage requirements in Plannerly, transfer them into Revit, and then close the loop with final verification inside Plannerly.