How to Find an Example Scope in Plannerly
If you're looking to understand how to structure your project scope within Plannerly, the platform provides a helpful example template to get you started. Here's how to locate and use it:
Step 1: Access the Scope Module
Begin by accessing the Scope module within Plannerly.
Step 2: Open the Scope Library
Once inside the Scope module, locate and enter the Scope Library section. This library contains various predefined templates that can be used as starting points for your project planning.
Step 3: Locate the Example Project Scope
Inside the Plannerly templates, find the first template marked with a light bulb icon. This is the Example Project Scope.
Step 4: Explore the responsibility matrix.
This Scope folder contains examples to help you get started with requesting Information Requirements and defining geometric needs for various use cases. It also provides guidance on assigning responsibilities and creating checklist items tailored to these specific scenarios.
Step 5: Manage tasks and deliverables using Task and Master Information Delivery Plans.
Explore examples of how to define document requirements and manage tasks like establishing a common data environment or appointing information managers effectively.