General BIM + ISO 19650 + Plannerly Essentials

Set up your Plannerly account and projects, manage logins and team roles, connect ACC and bSDD, and learn the ISO 19650 basics behind it all.

52 articles

Change the user interface, library, and content language in PlannerlyCustomize Plannerly by changing the application language, switching the built-in library language, and using templates to generate content in your preferred language.2 min read

Getting Started

Archiving and Deleting ProjectsArchive projects, document tabs, and document sections in Plannerly. View archived content with the ARCHIVED status filter inside any document.3 min read Creating and Renaming ProjectsLearn how to create a new project in Plannerly and update its name or module settings after creation.2 min read Getting Started with Plannerly - Key Resources and Global SupportPlannerly is used by teams around the world to standardize BIM and information management workflows, reduce reliance on spreadsheets, and align projects with ISO 19650. 1 min read How to Create a New Workspace in PlannerlyIf you're looking to organize your teams, offices, or project groups in Plannerly, creating a new Workspace is a great way to keep things tidy and efficient.1 min read How to Create or Launch a New Project in PlannerlyCreating a new project in Plannerly is easy — but depending on your role and permissions, the steps can vary slightly. Here’s what you need to know:2 min read How to Duplicate a Project in Plannerly (Using Templates Instead)Plannerly doesn’t offer a direct “Duplicate” button because it uses a template-based workflow. Instead of copying entire projects, including non-project-specific info, you can build new projects selectively using existing references-keeping every project clean, structured, and scalable.2 min read How to duplicate project? How to use content from another project?In this article you will learn how to retain your current project and selectively bring in content from one or more other projects, rather than duplicating a full project, to give you more control2 min read How to Move a Project Between Workspaces or AccountsYou can absolutely move a project between workspaces or accounts - and it's simple once you have the right permissions in place.2 min read What is Plannerly?Plannerly is a powerful cloud-based Building Information Modeling (BIM) management platform designed to help architecture, engineering, and construction (AEC) professionals plan, manage, and verify BIM projects with greater efficiency and clarity.2 min read

Account, Login & Security

Add Password And Disconnect Social LoginIf you're using social login to access your account and need to change your password, please follow these steps:1 min read Can't Log In... Trouble Logging In?Having trouble logging in? Plannerly has one account for the app and your free training. Here's how to sign in, create an account or reset your password.2 min read 📘 Help Article: Security and Data Safety in PlannerlyAnswers to common security and data safety questions in Plannerly: where to find our terms, how to reach us, and when we complete security questionnaires.2 min read 🔍 How Can I Add My Photo to My Profile in the Plannerly App?Adding a photo to your Plannerly profile is a great way to personalize your account and help your team recognize you more easily across projects.1 min read How to Reset Your PasswordWhether you've forgotten your password or need to update it for security reasons, our step-by-step guide will walk you through the process effortlessly.1 min read 🔄 How to Update Your Email and Profile Information in the Plannerly AppKeeping your profile up to date ensures smoother collaboration and communication across your projects. Here's how you can quickly update your email and other personal details in the Plannerly App (note that the student/training profiles require a separate login):1 min read 🔐 Plannerly Login OptionsPlannerly makes it easy to access your account with multiple secure login options. Whether you prefer using traditional credentials or your favorite third-party apps, we’ve got you covered!1 min read Security, Data Residency, and Trust - Built for Government and Enterprise TeamsPlannerly helps public-sector and regulated organizations meet security expectations without slowing down delivery2 min read Updating/Change Password For Non-Social Login UsersIf you need to update your password for your account, follow these simple steps:1 min read Using Microsoft Entra (Azure AD) Login for PlannerlyThis guide explains how to set up Microsoft Login for Plannerly using Microsoft Entra (Azure AD). It also shows how Plannerly adds security for your domain users so everyone must log in using Microsoft SSO.2 min read Where do I report bugs?If something isn’t working quite right, we’d love to hear about it so we can fix it quickly 💪1 min read

Roles, Teams & Permissions

How Can I Assign Users to My Account?In Plannerly, assigning users is simple and flexible — designed to support everything from small teams to complex, multi-project environments.3 min read How to Add Students to Your Educational AccountAdding students to your educational account is simple and flexible. In this guide, we’ll walk you through the process and share some pro tips to help you keep things organized—especially when managing multiple classes or semesters.2 min read Inviting Team Members to PlannerlyThere are a few different ways to invite team members to collaborate in Plannerly — from full account access to project-specific roles.2 min read Not Sure Why You Got Invited to Plannerly? Here's How You Can Help!If you’ve been invited to Plannerly and aren’t quite sure why — don’t worry, you’re not alone! You’ve likely been added to a live project to review and collaborate on key project documents, scopes, or tasks.1 min read

Language & Regional Settings

BEP, BAP, PEB, PGI? BIM Execution Plan abbreviations around the worldNot all countries call the BIM Execution Plan a BEP. This guide shows the most common international abbreviations - like BAP, PEB, PGI and PxP - and helps you understand how they all map back to the same ISO 19650 concept.6 min read Language Support in PlannerlyPlannerly is used by teams in over 100 countries around the world, so we’ve made it easy to work in your preferred language—both for your personal app experience and your project’s official documentation.2 min read Project and Profile LanguageLearn how to customize project and profile language settings in Plannerly. Personalize templates, document formats, and more. Manage it easily in profile settings1 min read

Integrations & External Connections

Connect Claude, ChatGPT or Codex to your Plannerly projectLet the AI you already use work with your Plannerly project: join the Plannerly MCP beta, or create an API key for Claude Code or Codex.4 min read How to Connect to the buildingSMART Data Dictionary (bSDD) in PlannerlyPlannerly makes it easy to align your project scopes and information requirements with international standards by integrating with the buildingSMART Data Dictionary (bSDD).3 min read Linking your ACC/BIM 360 AccountHow to activate and link Plannerly to your ACC/BIM 360 Account2 min read Revit Integration with PlannerlyPlannerly does not currently have a direct integration with Revit. However, there is a solution available that allows you to connect the data from Plannerly to Revit projects seamlessly.2 min read Troubleshooting ACC Hub Access in Plannerly (Verify Module)Your ACC hub, or a client or consultant hub you're invited to, is missing or not loading in the Verify module. Here's why it happens, and how to fix it.2 min read

Templates, SmartFields & Automation

How to Automate PDF ExportsAutomating your PDF exports allows you to streamline document generation and distribution—saving you time and ensuring consistency across reports. Whether you're working from the Docs or Scope module, the process is the same.2 min read How to Find and Use Templates in PlannerlyPlannerly provides a range of ready-to-use templates to help you streamline your BIM management workflows. Whether you are looking for ISO 19650 documentation templates or structured information requirements, Plannerly makes it easy to access everything you need1 min read

ISO 19650 Concepts & Workflows

How Plannerly Supports BIM and ISO 19650 Workflows WorldwideFrom structured BIM planning to practical information management - built for real projects, not just standards.2 min read ISO 19650 Reviews - How Teams Reduce Rework in Real DeliveryReal student feedback on ISO 19650 training: the shift from scattered data and rework to centralized workflows, clearer roles, and earlier planning.1 min read ISO 19650 Training OverviewThank you for your interest in Plannerly’s ISO 19650 training programs. We’re proud to support thousands of teams globally on their journey to ISO 19650 compliance—without the complexity or cost. Below are the details of the two main programs we offer:2 min read What is an Appointing Party in ISO 19650?In the context of the ISO 19650 series, the Appointing Party is the organization or individual that commissions and funds a project — essentially, they are the client or project owner.1 min read When do we need to submit a model for audit under ISO 19650?This article explains when BIM models are submitted for audit on an ISO 19650 project, the typical milestones where model checks happen, and how Plannerly supports each step - from clear information requirements through to automated model verification.3 min read

Planning & Commercial Workflows

How to Create, Contract, and Manage Asset Information Requirements (AIR)This guide walks through a complete, structured workflow for creating and managing Asset Information Requirements (AIR) - from strategic intent through to automated COBie handover.2 min read

Education & Student Access

How to Get Free Education Access to PlannerlyPlannerly supports educational institutions by providing free access for BIM-related coursework and research — but we do this through partnerships with the university or program, not by offering direct student licenses.1 min read Is There a Free Trial for Students?Thanks for your interest in Plannerly! If you’re a student, here’s a quick overview of your options for accessing Plannerly:2 min read Trouble Playing Videos on Plannerly's Training Page? Here’s How to Fix ItIf you're having trouble watching the training videos on Plannerly’s Training Page, don’t worry it is probably an easy fix! Here are the steps you can follow to get things running smoothly:2 min read Uploading BIM Models as a Student or UniversityCan students, professors or universities upload their own BIM models in Plannerly? Here's what Free for Education, Free and Pro include.2 min read

Performance & Platform Information

Best Practices for Optimal Performance on PlannerlyFor the best Plannerly experience, use the latest Chrome or Edge, disable ad blockers, whitelist key domains, clear cache/cookies, and ensure a fast, stable connection. Avoid VPNs if possible and enable high-performance mode on your device.2 min read BIM Management Do's and Don'ts (Fun Edition)BIM shouldn’t feel like wandering through a digital jungle with a blunt spoon. Here’s a lighthearted but legitimately helpful guide to keep your ISO 19650-aligned projects smooth, clear, and far away from the chaos monster.2 min read How much does Plannerly cost?Compare Plannerly's Free, Pro and Company plans, see what each one includes, and find current pricing and how to ask for a Company quote.2 min read How the Plannerly Referral Program WorksEarn up to $1,000 for every person you refer who starts a paid Plannerly subscription.3 min read Plannerly Features: Risk Management, Quality Assurance, and WBS SupportLearn how Plannerly simplifies Risk Management, Quality Management, and Work Breakdown Structures (WBS). Use templates, assign responsibilities, track approvals, and automate checks to reduce risks, improve quality, and streamline project planning with structured workflows.2 min read Plannerly Pricing Options: How to Request a Quotation for PlannerlyPlannerly is designed to be flexible and budget-friendly—whether you’re a solo professional, a global enterprise, or somewhere in between. Here’s how you can find the right plan, get trained for free, and receive the support you need to succeed.3 min read When does Emma get out of bed? 🛏️🤖Great news: Emma doesn’t sleep. Not because she’s superhuman - but because she’s not human at all. She’s our AI assistant for the Plannerly app, website, and training platform, which means she is available 24/7, no coffee required.3 min read

General BIM + ISO 19650 + Plannerly Essentials

Getting Started

Account, Login & Security

Roles, Teams & Permissions

Language & Regional Settings

Integrations & External Connections

Templates, SmartFields & Automation

ISO 19650 Concepts & Workflows

Planning & Commercial Workflows

Education & Student Access

Performance & Platform Information

Free BIM and ISO 19650 courses, with a certificate at every level

BIM Management Basics

Advanced BIM Workflows

ISO 19650 Expert

ISO 19650 for Companies

BIM Boot Camp

Digital Troublemaker

Master Practitioner