Plannerly Training & Certifications — Start Here

Welcome! If your team is looking for tutorials, certifications, or ISO 19650 training for Plannerly, this page is your hub. Share it in onboarding emails, internal wikis, or support replies.

Welcome! If your team is looking for tutorials, certifications, or ISO 19650 training for Plannerly, this page is your hub. Share it in onboarding emails, internal wikis, or support replies.

Why this matters

This page helps new teammates self-serve training, find the right starting point, and follow a consistent rollout across the team.

Quick links

Tip Bookmark this page and the Training hub so new teammates can self-serve.

Plannerly tutorials

Level 1 - Foundations

Perfect for new users. Learn account and workspace basics, Docs structure and approvals, Scope requirements and templates, and a quick intro to Verify issues and dashboards.

Next step: Watch the Getting Started playlist and complete the Level 1 checklist in the Training hub.

Level 2 - Pro user

For power users and team leads. Deep-dive into project templates and governance, permissions and roles, BEP workflows, and reporting.

Next step: Complete the Level 2 modules and book a 30-minute workflow review: https://plannerly.com/meeting

Practitioner - Coming soon

A capstone, hands-on course focused on real project setups, ISO-aligned metadata, end-to-end approvals, and measurable outcomes. Includes a practical assessment and badge.

Get notified: Start Level 1 now and we will alert you when Practitioner is live.

ISO 19650 training in Plannerly

Learn how to structure information to meet ISO 19650, including:

  • Common Data Environment (CDE) concepts in Plannerly

  • Naming conventions, metadata, and status codes

  • BEP setup and review cycles

  • Roles, responsibilities, and approvals

Where to start:

Certificates and badges

  • Complete designated modules in the Training hub to earn certificates.

  • Download your certificate and add it to your CV/LinkedIn.

  • Team leads can request completion summaries for onboarding cohorts.

    If your company needs custom verification (names, dates), let us know during a live session.

Popular topics and quick answers

Where do I start?
Start at the Training hub ("Getting Started") and watch 2-3 short videos.

Do you have beginner and advanced content?
Yes - each module notes its level and prerequisites.

How do I learn ISO 19650 in Plannerly?
Follow the ISO lessons in the hub and the ISO playlist on YouTube, then book a live session for project-specific guidance.

Can you train our whole team?
Yes - book your onboarding session(s) and we will tailor it to your workflows: https://plannerly.com/meeting

Do you offer certificates?
Yes - complete the modules marked with Certificate in the Training hub.

Suggested rollout for new teams

  1. Share this article with your project team.

  2. Ask each person to complete the Getting Started module (30-60 min).

  3. Schedule a live session to review your BEP/template setup.

  4. Assign role-specific modules (Admins, QA, Stakeholders).

  5. Track completions and issue certificates.

Need help?

  • Cannot access a course? Message us or book a quick call: https://plannerly.com/meeting

  • Have a training request? Tell us what you need, and we will point you to the right lesson or schedule a session.

Note Spanish-language sessions and materials are available on request.

Share this blurb internally

Plannerly Training and Certifications
Start here for tutorials, ISO 19650 lessons, videos, and certificates.
Training hub: https://plannerly.com/training/
Videos: https://youtube.com/@plannerlyAEC
Live help: https://plannerly.com/meeting