🎓 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.
🔗 Quick links
💡 Plannerly Training hub – guided lessons, practice projects, and quizzes: plannerly.com/training
📺 Training videos (YouTube) – short how‑to videos and webinars: youtube.com/@plannerlyAEC
🤝 Meet with our team – live coaching, Q&A, or private training: plannerly.com/meeting
💡 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 & workspace basics, Docs structure and approvals, Scope requirements and templates, and a quick intro to Verify issues & 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 & governance, permissions & roles, BEP workflows, and reporting.
Next step: Complete the Level 2 modules and book a 30‑min workflow review → plannerly.com/meetingPractitioner — 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’ll 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: ▶️
Take the ISO‑focused lessons in the Training hub → plannerly.com/training
Watch the ISO 19650 video series on YouTube → youtube.com/@plannerlyAEC
Book a live ISO session for your team → plannerly.com/meeting
🏅 Certificates & 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 & 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; book a live session for project‑specific guidance.
“Can you train our whole team?” 👥
Absolutely—book your onboarding session(s) and we’ll tailor it to your workflows: plannerly.com/meeting
“Do you offer certificates?” 🏅
Yes—complete the modules marked with Certificate in the Training hub.
🗺️ Suggested rollout for new teams
📤 Share this article with your project team.
✅ Ask each person to complete the Getting Started module (30–60 min).
🗓️ Schedule a live session to review your BEP/template setup.
📚 Assign role‑specific modules (Admins, QA, Stakeholders).
🏅 Track completions and issue certificates.
🤔 Need help?
🔧 Can’t access a course? Message us or book a quick call: plannerly.com/meeting
✍️ Have a training request? Tell us what you need, and we’ll point you to the right lesson or schedule a session.
🇪🇸 Prefer Spanish? We can provide Spanish‑language sessions and materials on request.
📣 Share this blurb internally
Plannerly Training & Certifications
Start here for tutorials, ISO 19650 lessons, videos, and certificates.
Training hub: plannerly.com/training
Videos: youtube.com/@plannerlyAEC
Live help: plannerly.com/meeting