TL;DR - Start here is a free course of short videos for anyone who has joined a Plannerly project. In about fifteen minutes you learn the words people use, how to find your way around a project, see your tasks, ask questions where the work is, and deliver your files.
Who this is for
Anyone invited to a Plannerly project, whatever your role. You do not need to know Plannerly or ISO 19650 beforehand, and you do not need a paid plan.
Why it matters
Most people invited to a project only need a few things: to know what the words mean, find their work, take part and deliver. The course covers just those, and leaves everything else until you need it.
What the course covers
- The words you'll hear on every project. Appointing party, task team, BEP, MIDP, information requirements and CDE, with the US words alongside.
- Find your project and your way around it. Search, your role, the dashboard and what each tab is for.
- See the work that's yours. My tasks on the dashboard, one click from the work.
- Ask a question where the work is. Comments, @mentions and chat.
- Catch up on what changed. Activity, and marking everything read.
- Make it yours. Photo, language and fewer emails.
- One task, one team, one clear role. Who owns each deliverable.
- Find any project file in seconds. No more hunting for the latest version.
- Deliver a requested file and tick off every task at once. Upload once and every task that asked for it is updated.
How to take it
- Open the course at the link below.
- Watch the lessons in order, or jump to the one you need.
- Lessons you tick here also count towards the full Plannerly Essentials course.
If it doesn't work
I cannot find the course
Open the Plannerly Essentials course page and look for the Start here course, or use the link at the bottom of this page. The course is free.
I want more than the basics
Start here is a short path. The full Plannerly Essentials course covers documents, scope, information requirements, checking models and files in more depth.
Common questions
I was invited to a Plannerly project - where do I start?
Take the Start here course. It takes about fifteen minutes and covers finding your project, seeing your tasks, asking questions and delivering files.
How long does the Plannerly Start here course take?
About fifteen minutes in total. The lessons are short videos.
Is the Plannerly Start here course free?
Yes, the course is free.
Do I need to know ISO 19650 before I start?
No. The first lesson explains the few ISO 19650 words you will hear.
Related
- The words you'll hear on every project - the first lesson.
- Not sure why you got invited to Plannerly?
- Free BIM and ISO 19650 training
Take the free Plannerly Essentials course - every lesson is a short video like this one, with a certificate when you finish.
