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

✅ 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 one where you'd 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 (e.g., ISO 19650-compliant BEP).

• Templates include pre-structured sections like Project Information, Roles & Responsibilities, BIM Uses, Data Exchange, etc.

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 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 PDF.

• Use e-signatures for official sign-off if needed.

🎓 Tips for Success:

• Use the ISO 19650 BEP template if your project follows this standard.

• Add your company’s branding and requirements into a custom template for reuse.

• Take the free Information Management course at plannerly.com/training to get familiar with BEP best practices.

❓Need Help?

Want a little extra guidance?

• 📘 Take our free training courses on Information Management and using Plannerly effectively:
  plannerly.com/training

• 🤝 Book a live support or onboarding session with our team:
  plannerly.com/meeting

We’re here to help you get your BEP set up smoothly and confidently!