Follow up on the latest improvements and updates.

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April 4, 2026

new

improved

General

Docs

Scope

Verify

Work Package Filters for Dashboard Charts

You can now filter Charts by Work Package
 - in a single click.
If you've already defined Work Packages in your project scope, those same structures now carry straight through to your reporting. No more manually setting up filters for each team, folder, or discipline. Select a work package, and your chart is scoped instantly.
What's new:
One-click work package filters
 when adding charts in Docs - infrastructure, mechanical, team-specific, or any work package you've defined
Linked model elements
 for information requirement completions and task/scope task status
Auto-updating charts
 that stay in sync as your teams make completions - no manual refresh, no re-exporting
Build on existing scoping work
 - the work packages you've already set up are now available as chart filters, so you're not duplicating effort
Now the whole setup takes about a minute - and your reports stay current automatically.
If you've already scoped your project with work packages, head to the Docs module and try it out. You can build filtered reports in just a couple of minutes.

March 6, 2026

new

improved

fixed

General

Docs

Scope

File Manager

Timeline

Kanban

Verify

Small fixes for bSDD, Scope, and printing

We’ve made a few updates to smooth out how bSDD-linked properties, Scope lists, and document exports behave.

This update includes:

Improved handling of bSDD-linked properties for customer classifications, where expected properties were not always appearing.
A fix for empty table of contents exports, so the table of contents is now hidden when there are no valid-numbered items to show.
A fix for missing information requirement chevrons in Scope lists, where expand/collapse controls could fail to appear until a task was opened first.
A fix for a printing error caused by empty groups, where printing could fail if a group had no child items.

Overall, these changes make day-to-day use a bit smoother across project structure, information requirements, and exports.

March 4, 2026

new

fixed

General

Docs

Scope

File Manager

Timeline

Kanban

Verify

Workflow, Permissions & Editor Enhancements

We’ve just rolled out a series of improvements to permissions, editor functionality, and AI-assisted content - all designed to make everyday workflows clearer, faster, and more intuitive.

Enhancements include:

Strengthened permissions handling when Work Packages have not yet been created
Improved the empty-state dropdown to clearly communicate when no Work Packages exist and who can create or manage them
Refined AI text correction responses to ensure HTML blocks render cleanly, without stray or misplaced html content
Updated signature links so users are taken directly back to the signature box when requesting signatures
Restored cell and table formatting options that had been temporarily removed
Resolved an issue where blue hyperlinks were not printing correctly in exported documents
Resolved an issue where scheduled auto-exports were generated but not being emailed

These updates reinforce expected functionality and deliver a smoother more polished experience across projects.

February 27, 2026

new

improved

General

Docs

File Manager

Enhanced Export Options with Automated Tables and Figures

We’ve significantly upgraded DOCS exports to deliver more structured, professional, and fully automated documentation outputs.

Exports now support:

Table of Contents
List of Tables
List of Images (Figures)

But this is more than just adding lists - the entire workflow is now automated and intelligently connected.

You now have the option to:

Add or remove a caption on any table
Add or remove a caption on any image

Captions are what power the automatic generation of the List of Tables and List of Images.

When you add a new table or image, it is automatically inserted with a caption placeholder. These caption placeholders behave like SmartFields:

Click to enter the caption
Structured and consistent formatting
Automatically tracked for exports

As you add, edit, or remove tables and images, everything stays in sync. No manual numbering. No rebuilding lists. No formatting fixes.

When exporting, simply select the option to include:

List of Tables
List of Images

Plannerly handles the rest automatically.

This delivers:

Cleaner, more professional submission-ready documents
Structured outputs aligned with formal standards
Reduced manual formatting work
Fully automated document consistency across revisions

More structure. More automation. Zero formatting headaches.

February 17, 2026

new

improved

General

Docs

File Manager

New: Intelligent Smart Section References Across Templates, Projects & Exports

Smart Section References are now live in Docs - and they’re far more powerful than simple hyperlinks.

You can insert dynamic references to any document category or section directly from the new

Section References

tab in the SmartFields dialog:

Browse project categories and sections
Preview content before inserting
Insert with a single click

The SmartFields dialog has also received a visual refresh, with clearer navigation between Project SmartFields, System SmartFields, and Section References - making reusable, structured content faster and more intuitive to insert.

But this is where it gets powerful.

Smart Section References are not static copies. They remain fully intelligent and connected - even when:

Templates are imported into a project
Multiple templates are combined
References exist across different documents
Sections are moved between documents

The system retains and understands the relationships between sections across your entire project structure.

If a section is:

Renumbered
Renamed
Reordered
Moved within a document
Moved to another document

All referencing sections update automatically - including section numbers, titles, and reference labels.

No broken references. No manual renumbering. No outdated titles.

References behave like hyperlinks inside Plannerly (when sections are in Shared or Published status), creating a fully connected documentation experience.

And when exporting to PDF, internal hyperlinks are automatically converted into bookmarks - allowing readers to:

Click references
Jump directly to the source section
Navigate seamlessly within the document

The result is structured, resilient documentation that stays synchronized as projects evolve - from templates to live projects to professional PDF deliverables.

February 8, 2026

new

improved

fixed

General

Docs

File Manager

Stability & Reporting Improvements

We’ve delivered a strong round of stability and performance improvements to make reporting, permissions, exports, and the overall UI smoother and more reliable.

Enhancements include:

Improved reliability when enabling Section Comments in reporting
Corrected permission handling where certain access levels were unintentionally restricted when module access was limited
Optimized dashboard layout to prevent text overlap on smaller screens
Refined reporting logic so resolved comments within threaded conversations now report correctly
Improved status column saving, including better handling of column order
Restored proper access to the Header and Footer tab in Print Settings
Resolved a customer-specific Excel export issue

These updates strengthen stability and enhance usability across Docs and reporting workflows.

February 1, 2026

new

improved

General

Scope

Timeline

Kanban

Verify

Uniclass Products (Pr) and Systems (Ss) Tables v1.41 – January 2026

Plannerly templates have been updated to align with the latest

Uniclass v1.41 (January 2026)

release for both:

Pr – Products Table
Ss – Systems Table

This update incorporates new classifications and amendments published by NBS, ensuring your structured scopes, requirements, and references stay aligned with the latest industry standard.

Products Table (Pr) – Key Updates

New codes added:

Pr_25_30_36_10 – Bronze handrails
Pr_30_59_95_65 – Prop beams
Pr_30_59_95_77 – Shot bolts
Pr_40_30_04_04 – Badger sett products
Pr_40_30_20_60 – Ornamental curtains
Pr_40_70_13_82 – Superheated steam cleaning units
Pr_45_28_30_50 – Pass exit pipes
Pr_60_45_30_58 – Orifice control wall
Pr_65_70_12_13 – Cable protection ramps
Pr_65_80_65_68 – Pneumatic document conveying system interchange units

Amended classifications:

Pr_20_29_88_26 – Edge beading rods (previously “Edge beading”)
Pr_30_59_95 – Water control gate and support components (previously “Water control gates”)

Systems Table (Ss) – Key Updates

New codes added:

Ss_25_17_25_30 – Flow control embankments
Ss_25_36_62_65 – Prop arm systems
Ss_45_85_05_06 – Artificial badger sett systems
Ss_65_40_33_49 – Mechanical supply and extract ventilation systems

Amended classifications:

Ss_45_40_47_09 – Biodiverse roof systems (previously “Brown roof systems”)
Ss_65_40_33_52 – Mechanical whole-house ventilation systems (previously “Mechanical and whole building ventilation systems”)

Why This Matters

Ensures alignment with the latest Uniclass release
Maintains consistency in structured Scope definitions
Supports compliant classification in ISO 19650 workflows
Keeps your Plannerly templates current and audit-ready

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.

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