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- Avoid copying irrelevant or outdated information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:
- Open the Docs or Scope module.
- Go to the Library in the top-left corner.
- Select a past project or dedicated template from the dropdown.
- 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:
-
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 |