Best Practice: Use Templates Instead of Duplication
Rather than duplicating a past project, you should use templates in both the Docs and Scope modules. These templates act as structured reference sources that help you quickly assemble your new project with only the relevant information.
Why Templates Are Better
Avoids copying irrelevant or outdated information
Encourages consistent project structure
Allows improvement over time (lessons learned)
Keeps your library organized and easy to manage
How to Use Templates in a New Project
You can access templates from either Docs or Scope modules:
Open the Docs or Scope module.
Go to the Library located in the top left corner.
In the dropdown menu, browse and select a past project or dedicated template.
Use the information selectively to build your new project.
💡 Tip: You can reference multiple historical projects to bring only the sections you need.
Create a Dedicated Template Project (Highly Recommended!)
The best approach is to maintain a dedicated, continuously updated template project. Use it as your starting point every time.
Why a Dedicated Template Project Works:
Easier to manage and update
Captures lessons learned over time
Ensures consistency across all new projects
Reduces setup time significantly
Helpful Resources (Training Links)
For more guidance on working with templates and libraries in Plannerly, check out these helpful lessons:
How to Create Professional Project Documents
https://plannerly.com/courses/basic/lesson/how-to-create-professional-project-documents-like-eir-pir-bep/Importing Example Requirements from the Library
https://plannerly.com/courses/basic/lesson/importing-example-information-requirements-from-library/
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 |