🔐 Who Can Create Workspaces?

Only Account Administrators have permission to create new Workspaces. If you don’t see the option, check with your account admin or team lead.


📌 How to Create a Workspace:

  1. Log in to your Plannerly account.

  2. Navigate to the Projects tab.

  3. Scroll to the bottom of your list of existing workspaces.

  4. Click the + Workspace button as shown below.

  1. Enter a name for your new workspace and confirm — that’s it!


💡 Tip:

Use Workspaces to group projects by region, team, or purpose (e.g. Los Angeles Office, BIM Templates, Internal Projects).

Need help managing your Workspaces or permissions? Just reach out — we’re happy to help!