We’ve just released powerful new AI features in the Scope module to help you get your tasks defined faster and with more clarity:

Here’s what’s new:

Automatically draft clear, structured task descriptions based on the assigned role, discipline, task details, hierarchy, your role, milestone, etc

Define “conditions of satisfaction” in a single click with smart checklist suggestions tailored to each task.

AI builds on your already defined scope items - so suggestions are relevant and build contextually.

Keep, modify, or remove anything the AI suggests. You’re still the boss.

We’re working on even more project-specific tuning and smarter scoping templates - stay tuned.

These updates are designed to make your project scoping faster, clearer, and more standardized - without taking screenshots, messing with Photoshop, Googling for hours, jumping between apps, or guessing what something should look like.

Here’s what’s new in the Scope module:

Just describe your task (e.g., “Heating Source Pump”) and instantly generate visuals at four levels of detail: symbolic, generic, detailed, and fabrication. No design tools needed.

Not quite right? Add extra prompts to tweak the AI-generated images for perfect visual alignment.

Our drag-and-drop Scope Library is still there, but now backed by the power of AI when you need custom visuals.

🔹 bSDD Search and Autocomplete

The task modal now taps into the buildingSMART Data Dictionary, suggesting standards-based terms and definitions as you type.

These updates are all about making your project scoping faster, clearer, and more standardized - so you can spend less time explaining and more time delivering. Give them a try and let us know how they’re working for you - we’re all ears! 👂✨

We’ve made a series of updates to the Scope module to streamline your workflow and cut down on clicks. From a cleaner interface with just two buttons to smarter handling of geometry requirements, it’s now easier than ever to plan your tasks. You’ll also see new icons that reveal what type of information is in each task, full tracking in the activity feed so nothing slips through the cracks, and clearer in-app help along the way. You can even create task rows without geometry - ideal for documentation or non-model deliverables. And yes, the much-loved “copy task link” button is back!

Video Summary: This week’s updates to Plannerly’s Scope module make scoping faster, clearer, and more intuitive:

Reduced from four buttons (folders, groups, elements, items) to just two - one for folders and one for task rows.

: Each task row now lets you choose whether or not to add geometry requirements - per milestone.

Field-type icons now appear next to each requirement, making it easier to see what’s included at a glance.

Every change to field values is now logged in the activity feed for full transparency and accountability.

Updated in-app messages and tooltips to guide users through new functionalities.

Geometry requirements can now be removed at the task level, perfect for non-model-based deliverables.

The copy-link-to-task feature has returned - get a direct link to each requirement container for collaboration.

These improvements help teams get more done with less effort while keeping scope and requirements clear, collaborative, and traceable. Dive in and see the difference!

We’ve significantly improved the flexibility of Plannerly's IDS import feature!

If you encounter any IDS files that can’t be imported, please share them with us - your feedback helps us improve!

This upgrade reflects our commitment to supporting buildingSMART workflows - with the greatest flexibility and user-friendliness possible!

We’re constantly working to improve your experience—thank you for your feedback!

Copy mode (showing new task fields):

Restore Archived Fields:

Fields Transfer Region too:

We’ve launched a major update that allows teams to define and apply custom fields across their project work breakdown structure.

Watch a quick intro to this release here:

Here are the new field data types you can use:

This update gives your team next-level flexibility for planning, tracking, and delivering projects.

Plus, don’t forget, we already offer these default field types:

You can also manage fields to show up or stay hidden on folders, task groups, rows, or even individual tasks.

💡 Join us for a live demo next week to see how it all works: https://plannerly.com/events/

This is just the beginning - we’re committed to delivering a user-friendly interface on top of a powerful, flexible database designed to handle project planning and management at any scale.

Thanks for your feedback. Stay tuned for more exciting updates to come!

We’ve revamped the task modal layout to make it clearer, easier to use, and more efficient:

This redesign sets the stage for some more new functionality and helps us deliver an even more streamlined interface.

💡 Curious to learn more? Join our upcoming webinar!: https://plannerly.com/events/

- - . We’ve made room for upcoming features (like custom fields!) so the interface stays simple and intuitive, no matter how your project evolves. Yes, we’re introducing flexible data fields soon to make the already powerful database even more versatile for your growing project needs. Stay tuned!

This is just one step towards creating the best user interface for flexible, powerful project planning, management, and control.

isolating red/yellow/green model feedback when clicking into tasks is now up to 30x faster, improving usability and efficiency (now, almost no matter how many linked elements you are checking!).

linked elements now load faster in the lists (previously loading 1,000's of these elements would cause stability challenges), - this improvement enhances your task navigation and the overall performance of the verify module!

Improved Task Rule connections ensure more reliable workflows.

Fixed an issue where deleting model rules could unintentionally affect task rules unless a new model rule was added.

Enjoy a smoother and faster experience with these updates!

Firstly, we’ve completely updated the model checking engine. Instead of rechecking the entire model after every change, we now focus on the specific tasks affected, flagging and re-verifying them directly.

You’ll notice an orange refresh icon spinning on individual tasks whenever updates are made to that task, streamlining the workflow significantly:

The result? A big boost in speed. In some cases, checks are now many times faster - sometimes up to 100x faster - yes, really!

In models requiring over 8 million checks, as we’ve seen with some customers, this optimization is hundreds of times more efficient overall.

Two things to note...

(Still Required) when uploading a new model, there’s still an initial indexing step. This prepares the model for web viewing and powers the checking engine. It may take some time for very large models - but it’s a one-time process and you will get an email when the process is complete.

If you update model rules - this will obviously mean that all tasks will need to be rechecked:

So to summarize, we’ve completely revamped the model checking process to make it faster and more efficient, added a new rechecking indicator but note that two key things remain unchanged: 1) when uploading a new model, an initial indexing step is still required to prepare it for web viewing and enable the checking engine and 2) updating model rules will still trigger a full recheck of all tasks to ensure accuracy and compliance, as expected.

Enjoy these improvements, and keep the feedback coming!

By request from Trevor Woods, we’ve enhanced the to include Information Requirement Tags (highlighted below):

We understand the importance of organization and attention to detail when it comes to managing information requirements.

This means when you export your data, the information requirements grid now also carries these tags for a more complete understanding - making it easier for you to categorize and analyze your data.

With this new enhancement, we hope to improve the user experience and make the process more efficient.

To use this feature, simply add tags to your information requirements when creating them (tags allow for easy filtering and sorting of your information requirements). Then, when exporting your data, the tags will automatically be included in the Info export.

At Plannerly, we're constantly working towards providing our users with a comprehensive platform.

Thanks, Trevor, for helping us make Plannerly even more useful!