Import the Information Planner
You can import the information planner from an Excel (.xlsx) file to easily define the roles, stages, and deliverables for a new project.
- In the navigation tree, select the BIM container to display the BIM Home page.
- Click Configure Project Protocols and select the COBie & Information Planner tab.
Click Choose File.
A file explorer appears.
Navigate to the Excel planner file, select the file, can click
The file uploads, and an import log saves to your browser's download location.