📌 Scenario:
A user was frustrated with managing different parts of their BIM Execution Plan (BEP) in separate locations — particularly contact info and expected worksets — and wanted everything to live centrally on ACC for easier collaboration.
🤔 Common Challenge
When editing a BEP, it’s tempting to add new Excel tables for things like:
Key team contact info
Expected worksets
Deliverables or task assignments
But 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 Info 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
Any changes made in user profiles are reflected automatically
2. Collaborate Live in the Doc Module
Instead of editing static Excel or PDF files, you can:
Use the Doc Module to collaborate on a live BIM Execution Plan
Assign editable sections to specific team members
Use Smartfields for project specific content (like project names, descriptions, address worksets, deliverables, and responsibilities)
👥 When to Use This Workflow
This is ideal when:
You're managing a multi-stakeholder BEP, EIR, etc..
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 Doc Module. Then invite collaborators with the right role (Viewer, Editor, etc.) so they can update or comment on their assigned sections.
Need Help Getting Started?
📨 Reach out to our support team or check out the free training courses here: plannerly.com/training