What Are SmartFields (and Why You’ll Love Them)

SmartFields in Plannerly are smart placeholders you can drop into your document templates to automatically pull in project-specific information.

What Are SmartFields (and Why They Matter)

SmartFields in Plannerly are intelligent placeholders that you can insert into document templates to automatically pull in project-specific information.

They help you:

  • Avoid manual find and replace
  • Standardize documents across all projects
  • Keep information accurate and automatically up to date

How to Use SmartFields

  1. Open your document template project
    Go to the Docs module and open the document you want to edit or turn into a template.
  2. Insert SmartFields into your content
    Click the {}icon in the toolbar (SmartFields menu) and choose from available fields such as:
    • Project Name
    • Client Name
    • Version
    • Discipline
    • Document Status
    • And more
    These fields automatically populate based on your project information.
  3. Save as a template
    Once configured, save the document as a Template so the SmartFields can be reused across multiple projects.

Example

Instead of writing:

 "This BIM Execution Plan is for the Springfield Medical Center project." 

Use a SmartField:

 "This BIM Execution Plan is for the {Project Name} project." 

When this document is added to a project, the SmartField automatically fills in and displays:

 "This BIM Execution Plan is for the Springfield Medical Center project." 

Common SmartFields You Can Use

SmartField What It Fills In
{Project Name} Your project title
{Client Name} The project client
{Version} The current document version
{Discipline} Discipline type, for example Architecture
{Date} Today’s date

Pro Tip

You can also create custom SmartFields to match your company’s internal standards. Define them in your template setup to align documents with your specific workflows.