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!

Good news! You can now find several new data types in SmartFields.

Some of these additions are:

and also a new:

These updates are designed to simplify and streamline your SmartFields management. Try them out today!

With SmartFields, you can now auto-link Milestone Descriptions from your Scope directly into your Project Document Sections - even your Title pages! This feature makes it super simple to keep your project docs organized and synced with milestone data.

When setting up a new Doc Section, just drop in a SmartField for Milestone Descriptions (see image). It’ll automatically pull the descriptions from your project’s Scope, so there’s no need to waste time copying and pasting. Plus, you can tweak the format of how the descriptions show up to fit your document’s layout.

Using SmartFields means your project documents stay up-to-date with the latest info from the Scope. If you make changes to milestone descriptions, those updates will show up in all linked documents automatically. Easy and efficient!

We’ve made some powerful improvements to how you format tables in the editor – all to help you work faster and more easily!

🔲 Format Multiple Table Cells at Once

Save time! You can now select several cells (using your mouse or Shift + Arrow keys) and apply styles in one go — like font size, bold, italics, alignment, or background colour.

📐 Better Alignment Control

Aligning text in your table just got way easier! Now, whether you use the popup menu or the toolbar, your alignment will work consistently - no more weird formatting conflicts

🛠️ Other Fixes and Improvements

• We removed an unnecessary overlay that used to show up while hovering - even when no table was present.

• We fixed an issue where table resizing didn’t work properly in certain dialogs.

These updates make working with tables much more intuitive and less frustrating - so you can spend more time creating and less time fixing formatting!