TL;DR - In Scope, open Export, choose Scope Data, leave it on All Teams and select Create: that Excel file is your master information delivery plan (MIDP). Choose one team and it becomes that team's task information delivery plan (TIDP). For a RACI matrix PDF, export a Document and tick RACI Matrix.
Who this is for
People whose role includes exporting and File Manager access, usually project managers and information managers. The Scope part of the menu appears only when the project has Scope switched on.
Why it matters
Before every issue someone rebuilds the delivery plan in Excel. Because your deliverables, teams, roles, dates and statuses already live in Scope, you export the plan instead of rebuilding it, and the plan you share is the plan you are working to, not a copy that went stale last week.
What the MIDP and TIDP are in Plannerly
Under ISO 19650, the master information delivery plan (MIDP) brings together every team's task information delivery plan (TIDP): who delivers which information, and when. Plannerly keeps one Scope for the whole project. Export it for all teams and you have the MIDP. Export it for one team and you have that team's TIDP. There is no button called MIDP or TIDP; it is the Scope Data export.
Build the plan first: rows and folders, milestones and teams and roles. You can also start from a template (Templates Library, Example Scope) or bring an existing MIDP in with AI Import (marked beta).
See it built, step by step
Four short clips from the Surviving the MIDP webinar, from the first list to a live dashboard.
Export the MIDP to Excel
- In Scope, select Export on the Tools bar.
- Choose Scope Data ("Create an Excel file with all Tasks and Project Requirements data").
- Leave All Teams, All Milestones and All Folders as they are. Optionally type a name in Enter document title...
- Select Create.
The workbook has one worksheet per milestone, named after the milestone, plus a Scope List sheet. Columns include Row ID, Task ID, Level, Type, Code, Title, Subtitle, Entity Type, Team, Team Member, a roles column (only when RACI is switched on for the project), the level of detail columns (Standard (LOD), Geometry, Reliability, Accuracy), Start Date (GMT), End Date (GMT), Status, your requirement columns (the ones starting Info), Milestone Group and Milestone Name, your custom fields, and Unique ID and Element ID at the end. Excel export is not included on the Free plan. The File Type can be .xlsx or .xls.
Export one team's TIDP
- Repeat the steps above, but in the filters change All Teams to one team, for example Structural.
- Select Create.
You can narrow by milestone, folder, team member and RACI roles as well. Tick Exclude Unscoped Tasks to leave out tasks that are not tied to a milestone.
Export a RACI matrix as a PDF
- Select Export, then Document ("Combine Docs + Scope data into a filtered PDF/Word document").
- In the Scope part of the builder, tick RACI Matrix. You can also tick Grid, Timeline, Details and Info.
- Narrow by work package, team, status, milestone, member or RACI role if you want, then create the document.
The RACI Matrix page lists tasks against people with R, A, C and I cells. Blank cells mean no role is assigned. Wide matrices are split into participant groups ("Participant group 1 of 3") so they stay readable.
If it doesn't work
I can't see Export, or it asks me to change my role
Export needs permission to manage documents and access to File Manager. Ask your project manager or account admin to check your role.
Scope Data or Document is not in the menu
The Scope entries appear only when the project has Scope switched on. Ask a project admin to turn it on.
The RACI Matrix option is missing
It shows only when RACI roles are switched on. Open Settings, then Project and Roles, and turn on Show RACI roles.
The spreadsheet is empty or missing tasks
The export includes only what your filters allow. Check the team, milestone, folder and role filters are on their "All" settings, and whether Exclude Unscoped Tasks is chosen. Tasks need a milestone to appear on a milestone sheet.
Dates look an hour or a day out
Excel dates are in GMT (the columns are named Start Date (GMT) and End Date (GMT)). Convert to your local time zone if that matters.
Common questions
What is the difference between a MIDP and a TIDP?
A TIDP (task information delivery plan) lists what one team delivers and when. The MIDP (master information delivery plan) combines the TIDPs of every team into one plan for the whole project. In Plannerly the MIDP is the Scope Data export for all teams, and a TIDP is the same export filtered to one team.
How do I export a MIDP from Plannerly?
Open Export in Scope, choose Scope Data, leave All Teams selected and select Create. You get an Excel workbook with one sheet per milestone.
How do I create a RACI matrix in Plannerly?
Assign R, A, C and I roles to your tasks, then choose Export, Document and tick RACI Matrix in the Scope part. It produces a PDF page of tasks against people.
Can I import an existing MIDP instead of starting again?
Yes. AI Import (beta) can read a MIDP or TIDP spreadsheet and create rows, document placeholders, teams, milestones and dates from it. Check the result before relying on it.
Related
- Lay out what you deliver, Set your milestones and One task, one team, one clear role - build the plan.
- Find the gaps before they find you - check it before you export.
- Schedule it on the Timeline
- Export scope to Excel - the short version of the Excel steps.
- RACI Survival Kit
- ISO 19650-2:2018 on iso.org
Take the free Certified Plannerly Professional course - every lesson is a short video like this one, with a certificate when you finish.
