Follow up on the latest improvements and updates.

RSS

January 26, 2026

new

improved

fixed

General

Docs

Scope

File Manager

Timeline

Kanban

Verify

Advanced Role-Based Access Control (Expanded Permissions Framework)

Major enhancement:

Role-based permissions now go far beyond basic module access, providing fine-grained control over visibility, access, and interaction across the entire platform:

Team & user visibility controls:
Choose whether teams can view other teams, whether users can view other team members, manage invitation rights, and control permission management visibility
Docs module access control:
Toggle access to the Docs module and control document visibility (all vs assigned only), view in-progress doc sections, view in-progress section comments, edit sections, assign sections, manage categories, manage SmartFields, and control publishing/status changes
Scope module access control:
Toggle access to the Scope module and manage information requirements, scope task rows, tasks, work packages, team and member assignments, task fields, milestones, information requirement assignment, task visibility, and task status permissions
Verify module access control:
Toggle access to the Verify module, manage models, model linking rules, task linking rules, model status changes, task status management, and control visibility of in-progress models
File Manager access control:
Toggle access to the File Manager, manage files, request eSignatures, and control file visibility including exported file visibility and assigned-only vs full access

This delivers a

true enterprise-grade permission model

that supports secure governance, structured collaboration, operational role alignment, information security by design, scalable multi-team environments, and compliance-ready access management.

What started as a request for Scope-only access control is now a

platform-wide granular permission architecture

supporting real-world enterprise security models and ISO-aligned information management workflows.

January 23, 2026

new

improved

fixed

General

Docs

Scope

File Manager

Timeline

Kanban

Verify

Navigation and Scope Improvements

A small release with a big goal - remove friction.

This update tightens up translations, fixes a few annoying edge cases, and adds quicker ways to manage Information Requirements right where you work.

Localization and navigation

Added missing Schedule-related translation strings
so the UI is fully covered in the translation app
Fixed /account-plan link from email
so it now loads account details correctly

Information Requirements and Scope workflow

Quick access added to edit Information Requirements from a task card
in both Scope and Verify
Fixed CSV import for Information Requirements
where items were incorrectly importing as type IFC
Fixed issue where task statuses could not be deleted
in Scope

File Manager and exports

Fixed New Filter settings not saving
in File Manager when using custom columns
Fixed graphical issue with the Team Directory export

As always, thanks for the ideas.

Keep them coming!

Team Plannerly

January 8, 2026

new

improved

General

Docs

File Manager

Custom Title Pages Anywhere in Your Document

We added a powerful new way to structure professional document packs. You can now turn

any section

into a dedicated

Title Page

, giving you full flexibility to separate and brand individual documents inside a single Plannerly Doc tab.

What’s new

Convert any existing section into a Title Page with one click
Add a full-page
background image
, just like the main Cover Page

Access this feature here:

Use all familiar section capabilities inside a Title Page:

SmartFields and dynamic placeholders
Auto-revisions and document metadata
Assignment and ownership details
Rich text, tables, and formatting
Each Title Page prints as
exactly one page
on export
Ideal for creating clean boundaries between multiple sections in one Docs tab

Why this matters

Many teams manage multi-part deliverables - for example BEP + AIR + MIDP + appendices - within a single Plannerly document.

With Custom Title Pages you can now:

Build true multi-document packs with professional dividers
Give each part its own revision history and ownership
Display unique document numbers, titles, and descriptions
Match corporate branding with tailored backgrounds
Keep everything managed in one structured source of truth

Pro tips

- Title Pages can reference export metadata such as:

Document title and description
Revision information
Project details via SmartFields
Use multiple Title Pages to create: Addendums, Appendices, Discipline-specific sections, Contract document separators

This update makes it far easier to produce polished, client-ready packs while keeping collaboration simple and centralized inside Plannerly.

January 4, 2026

new

Updates & Fixes

A smoother, smarter Plannerly - this update focuses on clarity, better exports, and fewer tiny frustrations that slow teams down.

We have improved how information requirements behave, cleaned up visuals in timelines and how they are seen in Bluebeam, and added more control to SmartFields and Cover Pages. Below is a simple summary of what has changed and how it helps day-to-day work.

Better exports and data structure

Excel exports now include Group Name and Milestone Name
so downloads are easier to filter and report
New Regex String column added
after Info Tags to support advanced validation workflows
Element Tasks now export correctly
on the Details page even when the parent group status is toggled off

Information Requirements made simpler

No value is requested when the rule is any number
- fewer unnecessary clicks
Number between rule fixed
by restoring the missing second input
Checking behavior corrected
for empty-value rules
Verify optimization error message resolved
when opening Information Requirements

Cleaner visuals and usability

Blue date icon removed
on group timeline tasks when tracking at element level
Layout issue fixed
so Information Requirement values fit neatly in the field width
Page Marker text in Bluebeam is now invisible
for cleaner PDFs
Tooltips added
to tracking fields to explain options in context
New empty-state message added
to guide users in SmartFields

SmartFields and Cover Pages

System SmartFields can be created instantly
without needing the old create-then-link step
Code view added to Cover Pages
for more flexible formatting
Cover Page code view access fixed

Document mode fixes

Section Comment panel now opens correctly
when sections are created using the PDF option
Toolbar overflow resolved
in Doc mode
Email comment links now scroll
to the correct section

Thanks for all the feedback that shaped this release.

Many of these improvements came directly from real project frustrations you shared with us. Keep the ideas coming - they help make Plannerly feel a little more like common sense and a little less like software.

The Plannerly Team

December 30, 2025

new

improved

fixed

General

Docs

Scope

File Manager

Timeline

Kanban

Verify

Smarter SmartFields and Reliable Comments

Another round of practical improvements focused on reliability, clearer behavior, and fewer surprises in daily use.

This update strengthens SmartFields, comments, and section activity while fixing a number of edge cases reported by teams working with large scopes and bSDD data.

Stability and performance fixes

Bulk-assigning Information Requirements fixed
for groups with a large number of tasks
Correct bSDD properties now read
instead of returning the wrong attributes
Resource not found error resolved
when deleting a newly created section
Popup behavior fixed
when opening links from email notifications

Smarter SmartFields behavior

SmartFields icon now hidden
when a document is in published mode
SmartField data type moved
to the first column for clearer editing
Changing a SmartField data type no longer wipes values
Date Type SmartField value preserved
after inserting into a document section
Table alignment fixed
inside SmartFields with no left-squish while In Progress or Shared

Comments and activity improvements

Email comments now display text
even when no @mention is included
Number indicator added
on section activity tabs where All equals unresolved plus resolved
Inline comments excluded from versions
and adding a comment no longer creates a new version
Visual styling added
to highlight status changes separately from normal comments
Checklist item updated automatically
when statuses change

UI clean-up

Gray background removed
on status changes and selection prevented
Tooltip cutoff fixed
for folders near the top of the screen
E-signature limit removed
on education accounts to support classroom use

Appreciate everyone who flagged these issues and details.

Many of these fixes came straight from real project workflows and help keep Plannerly predictable when you are under deadline.

The Plannerly Team

December 17, 2025

new

improved

fixed

General

Docs

Advanced document filtering

Plannerly now includes a completely redesigned document filtering system that makes it much easier to focus on what matters at any moment.

A before, you can filter documents and sections by

status

, including:

In progress
Shared
Published
Archived

The new

Archived

status ties directly into the

archive instead of delete

workflow, and is how archived sections and document tabs are surfaced when needed.

You can also filter by

assignment

, allowing you to:

See content assigned to you
View work assigned to specific team members
Focus on items you’re managing or reviewing

This can be combined with the

Comments

filter, which supports:

Unread comments
Unresolved comments
Mentions
Sections with comments
Sections with no comments

In addition, the

Updated

filter lets you focus on content changes over time, such as:

Sections updated today
Content changed yesterday
Updates from the last 7 days

These filters can be combined to quickly narrow down exactly what you need. For example:

View sections assigned to you that still have unresolved comments
Find content updated in the last few days that’s ready for review or approval
Identify commented sections that need resolution before publishing
Focus on active work while hiding archived or completed content

This makes it far easier to manage documents as living, collaborative systems rather than static files. Unlike traditional Word documents, PDFs, or email-based workflows, everything is:

Tracked
Filterable
Linked to assignments and comments
Retained with full history
Integrated with the approval process

The result is faster collaboration, clearer accountability, and much easier alignment across project teams.

December 14, 2025

new

improved

General

Scope

Kanban

Verify

AI-generated images in Scope grid

You can now generate images directly inside grid rows with a single click.
For tasks that use geometry
, Plannerly automatically generates images across four levels of detail:
Symbolic
Generic
Detailed
Fabrication
These images are created instantly based on the project and task data, giving you a clear visual representation of each requirement without any manual setup.
As soon as images are added, teams typically see a significant improvement in clarity and communication
. This helps bridge the gap where suitable images don’t already exist, making requirements easier to understand at a glance.
If you need to refine the results, each row can be edited and additional AI prompts can be used to regenerate or adjust individual images.
For tasks that don’t use geometry
 (such as project or information management tasks), Plannerly automatically generates icons
 instead. This keeps grids visually consistent and easy to scan.
What makes this especially powerful is that geometry rules can be set at the folder level
. Once configured, you can generate the correct images or icons for every requirement with a single click per row - making it simple and fast to build your own visual library tailored to your classification systems and task sets.

December 12, 2025

new

improved

fixed

Archive instead of delete (sections and tabs)

Previously, deleting a document section permanently removed it with no way to recover it. That’s now changed.

When removing a

document section

, you now archive it instead of deleting it:

Archived sections are hidden by default
They become visible when you enable filters and choose to show archived sections
Archived sections appear at the top of the document
Any archived section can be restored at any time using the three-dot menu

The same workflow applies to

document tabs

, with one important difference:

Archiving a document tab archives all of its sections at once
The original tab structure is removed, and the content becomes a flat list of archived sections
Archived document tabs can be restored, which restores all associated sections together
Archived content can also be permanently deleted if needed

This gives you a much safer way to clean up documents while preserving history, references, and audit trails.

December 8, 2025

new

improved

fixed

General

Docs

File Manager

Text and paragraph spacing controls

You now have full control over how compact or spacious your documents appear using new text spacing options.
Line spacing
 lets you control the vertical spacing between each line of text, making content feel more open or more compact depending on your needs.  
Paragraph spacing
 allows you to adjust the spacing between paragraphs, from default to more compact layouts.
These controls make it easy to visually compare layouts. The examples below show the same content using the largest spacing versus the most compact spacing, giving a clear sense of how much vertical space can be saved.
Importantly, these settings apply at the project level
:
Change spacing once, and it applies across all documents and sections
No need to update individual sections or documents manually
This makes it easy to optimise readability, reduce document length, and keep layouts consistent across an entire project.

December 5, 2025

new

improved

fixed

General

Docs

Scope

File Manager

Verify

Document layout, export, and Verify improvements

Usability and reliability improvements

Fixed an issue in Verify where task cards could appear with content cut off when viewing information requirements.
Fixed an issue in PDF exports where some linked reference numbers and icons were rendered too large in certain cases.
Improved element linking reliability in Verify by refining underlying rules.
Added new units for datatype IfcConcentrationMeasure, including parts per million (ppm) and parts per billion (ppb).
Improved checkbox behavior in Docs so checkbox size now scales with font size and remains visually centered.
Sections can now be created without a section title, meaning they won’t appear in the index or be printed as a heading.

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