Changelog
Follow up on the latest improvements and updates.
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Updates and fixes ✨
New Features
- AI Rule Definition Prompt: Automatically prompts to define a rule using AI in a window after rule selection.
- DIN 276-201.12 Classification: Added the latest DIN 276-201.12 classification to the scope in German.
- Snack Bar Notification: Added a user interaction to show a snack bar when a new version of a document section has been saved.
- Task Activity Event: Added an activity event in the task when it's first imported or duplicated.
- Contract Event Updates: Added a requested event for contracts created with approvals and assigned to team members simultaneously.
Improvements
- Export Optimization: Significant optimization for exporting large PDFs to scope and Excel.
- Performance Enhancements: Improved scope and timeline performance for large scopes.
- Tag Order in Exports: Tags in exports now match the app ordering.
Bug Fixes
- Fixed a crash in the file manager when clicking the browser's back button.
- Fixed email links containing a plus sign.
- Resolved model verification checking issues.
- Fixed infinite spinning in AI regX generation.
- Addressed a graphical issue on the pricing page for currencies with long labels.
- Fixed an issue where IFC files were not displaying for a specific customer instance.
- Resolved email address wrapping issue that caused table overflow in exports.
- Fixed error messages when adding new team members to specific projects.
- Added a confirmation prompt before canceling custom cover pages in edit mode to prevent lost changes.
Miscellaneous
- Implemented closing document sections after three minutes of inactivity. This helps prevent accidental changes or lost data.
Thanks to our amazing development team! These improvements will make your experience using Plannerly even smoother. More coming in the next few days!
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🔥 Updates and Fixes
Enhancements:
- Dropdowns: All dropdown menus (status, team, member, milestone, dates) now have a minimum width matching the pill for consistency.
Formatting Updates:
- Numbers in the number data type are now properly formatted (e.g., 8,000).
- Status pills now display in all CAPS for better visibility.
- Standardized font highlights across all rows.
- Updated checklist text width to align with dropdowns.
- Improved padding and spacing for task comments and scroll areas.
- Updated styles for the vertical divider line in the task modal and tracking box.
- Added gray circles to close buttons on task cards.
- File extensions for File Placeholders are now case-insensitive.
UI Improvements:
- New delete icons for a cleaner, modern look.
Improved button styling:
- The "Import Settings" button in the Library now appears as a blue button with better spacing for user clarity.
- Updated button for generating all images with AI.
- Added a button in the task modal to open the field management panel.
- Extended drag-and-drop zones for file uploads in the task modal.
Tooltips:
Added or updated tooltips for:
- "Include vs Restore" field options and "Exclude field from this task."
- Geometry definition field box.
- Task modal images.
Bug Fixes:
- Resolved a UI jump issue when task fields were pushed to two lines while hovering with the edit icon.
- Fixed task field import options not refreshing when returning to the Library.
- Corrected field descriptions not displaying when going back to edit.
- Fixed broken model rules when no property group was selected (occurs when values were pasted instead of selected from the dropdown).
- Addressed dragging issues after scrolling within the modal.
- Resolved an issue where all tasks in the verify module were locked for free accounts.
Task Management:
- Updated the default field order to be more logical and intuitive.
- Adjusted styles on the "Manage" option for milestones.
- Task names in the Verify module are now standardized as task rows (no longer grouped as elements or items).
Updates:
- Uniclass Pr and Ss tables updated.
- New field management button added to the task modal for faster access.
Thank you for your continued feedback and support! These updates are designed to make your experience smoother and more efficient.
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🆕 AI for Faster, Smarter BIM Scoping
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:
✍️ AI-Generated Task Descriptions
Automatically draft clear, structured task descriptions based on the assigned role, discipline, task details, hierarchy, your role, milestone, etc
📋 Auto-Generated Checklists
Define “conditions of satisfaction” in a single click with smart checklist suggestions tailored to each task.
🔁 Smarter Defaults Based on Existing Data
AI builds on your already defined scope items - so suggestions are relevant and build contextually.
🛠️ Full Editing Control
Keep, modify, or remove anything the AI suggests. You’re still the boss.
🔜 More Enhancements Coming Soon
We’re working on even more project-specific tuning and smarter scoping templates - stay tuned.
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🤖 AI-Powered Scope Images
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:
🔹 AI-Generated Task Images
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.
🔹 Edit with Prompts
Not quite right? Add extra prompts to tweak the AI-generated images for perfect visual alignment.
🔹 Smart Scope Library + AI = 💪
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! 👂✨
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🎯 Scope Updates
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:
🔘 Simplified UI:
Reduced from four buttons (folders, groups, elements, items) to just two - one for folders and one for task rows.🎯 Flexible Geometry Requirements
: Each task row now lets you choose whether or not to add geometry requirements - per milestone.📌 Visual Icons:
Field-type icons now appear next to each requirement, making it easier to see what’s included at a glance.🔄 Activity Feed Tracking:
Every change to field values is now logged in the activity feed for full transparency and accountability.🧠 Improved Tooltips & Hints:
Updated in-app messages and tooltips to guide users through new functionalities.⛔ Optional Geometry Removal:
Geometry requirements can now be removed at the task level, perfect for non-model-based deliverables.🔗 Task Link Sharing is Back:
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!
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⬇️ Enhanced IDS Import
We’ve significantly improved the flexibility of Plannerly's IDS import feature!
- Improved Import Success:Previously, only 20-30% of IDS files could be imported due to strict adherence to the IDS schema. Now, nearly 100% of IDS files can be imported.
- Enhanced Flexibility:Import any IDS file and seamlessly edit specifications using our intuitive, multi-specification single-view interface.
- Database-Driven Updates:Modify information requirements in one place, with changes automatically applied across all related specifications.
- bSDD Integration:Make use of the simple autocomplete feature tied to the buildingSMART Data Dictionary (bSDD) for streamlined editing from the IFC schema.
- Export & Verification:Export refined IDS files for use in other tools...
- or use the Verify module to automatically check models against specifications 😊

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!
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Updates and fixes ✨
Improvements & Updates:
- Public URLs are now available on IDS, Excel, and Handover reports.
- Improved date picker functionality to prevent jumping between tasks when editing Timeline tasks.
- Updated IDS export to include OST_ categories, with capitalization only for fields starting with "Ifc."
- Introduced a new "Manage Task Fields"permission for better control over task field management.
New Features:
- Added the ability to exclude new fields at the following levels:
- Task row level
- Task folder level
- Task group level
- Enabled restoring of archived fields.
- New fields are now automatically duplicated when rows are duplicated within a project.
- ALL new fields are now included by default in PDF exports.
- Fields are now included when using Copy Mode.
- Scope fields are transferred when transferring regions (e.g., from USA to EU).
Performance Enhancements:
- Optimized project dashboard loading by stopping unnecessary loading of project memberships, resulting in much faster load times.
- Implemented a special JSON compression feature for superspeed performance.
Bug Fixes:
- Resolved issue where task rules were not displayed, preventing customers from modifying them.
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:

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🧑💻 Custom Data Fields
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:
- Text
- Number
- Boolean
- Date
- Cost (with currency)
- Picklist
- URL (single or multi)
- File upload (single or multi)
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:
- Geometry
- Description
- Information
- Documents
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!
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😉 Smarter, Cleaner Task Experience
We’ve revamped the task modal layout to make it clearer, easier to use, and more efficient:
- All tracking fields (status, milestone, assignment, dates) are now neatly grouped in a tracking panel at the top right.
- The task body is now cleaner and more user-friendly, with extra space for descriptions, checklists, documents, and info requirements.
- The modal is bigger and ready to scale with some exciting new features coming soon! 😉

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/
Simpler layout
- Bigger task view
- Built for the future
. 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.
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⚡️ Faster Model Isolation + Visualization
Model Isolation & Visualization:
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!). Improved Linked Element Loading:
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!
Better Task-to-Rule Connections:
Improved Task Rule connections ensure more reliable workflows.Bug Fixes:
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!
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