How to Duplicate a Project in Plannerly (Using Templates Instead)

Plannerly doesn’t offer a direct “Duplicate” button because it uses a template-based workflow. Instead of copying entire projects, including non-project-specific info, you can build new projects selectively using existing references-keeping every project clean, structured, and scalable.

Best Practice: Use Templates Instead of Duplication

Rather than duplicating a past project, you should use templates in both the Docs and Scope modules. Templates act as structured reference sources that help you assemble new projects using only the relevant information.

Why Templates Are Better

  • Avoid copying irrelevant or outdated information
  • Encourage consistent project structure
  • Allow continuous improvement over time (lessons learned)
  • Keep your library organized and easy to manage

How to Use Templates in a New Project

You can access templates from either the Docs or Scope modules:

  1. Open the Docs or Scope module.
  2. Go to the Library in the top-left corner.
  3. Select a past project or dedicated template from the dropdown.
  4. Import or reference only the sections needed to build your new project.

Tip: You can reference multiple historical projects to bring in only the sections that are relevant.

Create a Dedicated Template Project (Highly Recommended)

The most effective approach is to maintain a dedicated, continuously updated template project that acts as your structured starting point for all future projects.

Why a Dedicated Template Project Works

  • Easier to manage and update centrally
  • Captures lessons learned over time
  • Ensures consistency across all new projects
  • Reduces project setup time significantly

Helpful Resources

For deeper guidance on working with templates and libraries:

Summary

Goal Recommended Method
Duplicate a project Use a template instead
Find templates Library → Top-left dropdown
Start a new project Build selectively using references
Best practice Maintain a dedicated master template