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FILE MANAGER: Smart CDE Workflows + Connected Project Data

Upload, share and manage project files in Plannerly File Manager, and learn how it works as an ISO 19650 CDE alongside Autodesk ACC and BIM 360.

6 articles

Managing Files

Accessing and Managing Files in PlannerlyThis guide walks you through how to log in, find your projects, understand access permissions, and manage documents using File Manager and task attachments.1 min read Download a PDF while on an Education projectHow to download a PDF while on an Education project1 min read Share Direct Content Links with Your TeamLearn how to easily share direct links to specific modules, Doc Sections, or Files with your team for seamless collaboration2 min read Where can I upload coordination files for my team or consultants?If you need to upload CAD files, PDFs, models, or other coordination documents for your team, consultants, or the owner, Plannerly provides two main places to store and manage these files.2 min read

CDE & Positioning

Plannerly vs. Autodesk CDEs: Different Approaches, Stronger TogetherAutodesk and Plannerly are both CDEs, but they serve different purposes. Knowing their strengths — and how they complement each other — helps teams choose the right setup.2 min read Using Plannerly as a Common Data Environment (CDE)Plannerly isn’t just for documentation or scoping — it’s a smart Common Data Environment (CDE) that centralizes your BIM process with built-in workflows for creating, approving, and organizing project data.6 min read

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