Getting Started

Learn how to set up your Plannerly account, create projects and workspaces, duplicate or archive projects, and understand the core navigation. This section helps new users launch quickly and manage projects confidently from day one.

9 articles

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