How to Create a BEP (BIM Execution Plan) in Plannerly

Creating a BIM Execution Plan (BEP) in Plannerly is simple, visual, and collaborative. Whether you're starting from scratch or using a standard template, here’s how to get your BEP set up in just a few steps:

Step-by-Step Instructions

1. Create or Open a Project

  • Log in to your Plannerly account.
  • From the dashboard, click New Project or open an existing project where you would like to create the BEP.

2. Go to the Docs Module

  • Inside your project, navigate to the Docs module.
  • This is where your BEP and all related documentation will live.

3. Use a BEP Template

  • Click + Add a Section or Use Template.
  • Choose a BEP template from the Plannerly Library, such as an ISO 19650-compliant BEP.
  • Templates include pre-structured sections such as Project Information, Roles and Responsibilities, BIM Uses, and Data Exchange.

4. Customize Your BEP

  • Edit the text directly in each section or assign tasks to collaborators.
  • Use drag-and-drop to rearrange sections as needed.
  • Add links, images, or checklists to make the BEP interactive.

5. Collaborate in Real-Time

  • Invite your team or project stakeholders to collaborate.
  • Use commenting to clarify sections and mention users for feedback or approval.
  • Track changes with version control and activity logs.

6. Set Approval Workflow

  • Assign reviewers and approvers to each section or to the entire document.
  • Use the built-in approval workflow to formalize agreement.

7. Export or Share

  • When ready, share the BEP directly via link or export as a PDF.
  • Use e-signatures for official sign-off if required.

Tips for Success

  • Use the ISO 19650 BEP template if your project follows this standard.
  • Add your company branding and requirements into a custom template for reuse across projects.
  • Take the free Information Management course at  plannerly.com/training  to strengthen your BEP best practices.

Need Help?

Want a little extra guidance?

We are here to help you get your BEP set up smoothly and confidently.