Importing Scope from a Template or Another Project in Plannerly

Whether you're reusing a past project structure or starting from one of Plannerly's templates, importing scope is a quick and flexible way to jumpstart your planning process.

Where to find templates

Any project or template you are linked to will appear in your Scope Template Library in the Scope module. This includes:

  • Your own previous projects
  • Shared templates from your team
  • Plannerly’s official template projects (for example, Uniclass, Uniformat, MasterFormat, and other available examples)

How to import Scope folders

  1. Open the Scope module in your current project.
  2. On the left side, open the Template Library.
  3. Select the project or template you want to import from.
  4. Before importing, select Import Settingsto configure what you want to bring over:
    • Team
    • Milestones
    • Checklist items
    • Information requirements
    • Descriptions
    • Any custom fields created in the source project
  5. After reviewing the import settings, drag and drop the folders you want into your current Scope structure.

Tip You can drag individual folders or entire trees, depending on how much you want to import.

Why this matters

This approach helps you:

  • Standardize your processes
  • Save time on repetitive setup
  • Collaborate more efficiently with consistent templates

Need more help?

Explore more tips and tutorials here:
https://plannerly.com/training/