A user was frustrated with managing different parts of their BIM Execution Plan (BEP) in separate locations, particularly contact information and expected worksets, and wanted everything centralized in ACC for easier collaboration.
Common challenge
When editing a BEP, it is tempting to create new Excel tables for items such as:
- Key team contact information
- Expected worksets
- Deliverables or task assignments
However, managing this data across multiple tools - Excel, PDFs, ACC - creates duplication and makes collaboration harder, especially when team members need to update their own information.
How Plannerly solves this
1. Team information is built in
Plannerly automatically pulls contact details from each user's profile and includes them in a Team Page export. This means:
- No need to manually create or maintain a contact table in Excel
- Data stays live and always up to date
- Changes made in user profiles are reflected automatically
2. Collaborate live in the Docs module
Instead of editing static Excel or PDF files, you can:
- Use the Docs module to collaborate on a live BIM Execution Plan
- Assign editable sections to specific team members
- Use SmartFields for project-specific content such as project names, descriptions, addresses, worksets, deliverables, and responsibilities
When to use this workflow
This approach is ideal when:
- You are managing a multi-stakeholder BEP, EIR, or similar contract document
- You want to avoid scattered documents across email, Excel, ACC, and other platforms
- You need traceable, structured updates from collaborators
Pro tip
Start by importing your existing documents into Plannerly’s Docs module. Then invite collaborators with the appropriate role - Viewer, Editor, or Manager - so they can update or comment on their assigned sections.
Need help getting started?
Reach out to our support team or explore the free training courses:
https://plannerly.com/training
