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.
Follow the steps below to locate and explore it.
Step 1: Access the Scope Module
Log into Plannerly and open the Scope module from your project dashboard.
Step 2: Open the Scope Library
Inside the Scope module, navigate to the Scope Library.
This library contains predefined templates that can be used as starting points for project planning.
Step 3: Locate the Example Project Scope
Within the Plannerly templates, look for the first template marked with a light bulb icon. This is the Example Project Scope.
You can open this template to review its structure and adapt it to your project.
Step 4: Explore the Responsibility Matrix
The example Scope folder includes structured samples that demonstrate how to:
- Request Information Requirements
- Define geometric and non-geometric information needs
- Assign responsibilities across project roles
- Create checklist items tailored to specific use cases
Step 5: Manage Tasks and Deliverables
The template also demonstrates how to define document requirements and manage tasks using Task and Master Information Delivery Plans.
Examples include activities such as:
- Establishing a Common Data Environment
- Appointing Information Managers
- Structuring deliverables across project stages
The Example Project Scope is designed to help you understand best practice structure before building your own tailored workflow.
