How to Schedule Your Scope in Plannerly

Keeping your project scope organized is one thing — but scheduling it is where the real magic happens! ✨ With Plannerly, you can group tasks into Work Packages and then plan them on a timeline with just a few clicks.

Why this matters

Work Packages allow you to focus on specific groups of tasks and schedule them independently. This keeps your timeline structured and makes complex project planning easier to manage.

Step 1: Create a Work Package

  1. Go to the Scope module.
  2. Use filters to focus on the exact group of tasks you want to schedule. You can filter by:
    • Milestones
    • Task folders
    • Teams
  3. Examples:
  • Filter by a specific discipline scope, such as Architectural, Structural, or MEP Coordination.
  • Create a package for non-element task groups, such as Project Tasks or your MIDP Scope.
  • After applying the correct filters, save them as a Work Package. This creates a reusable bundle of tasks that you can manage and schedule together.

Step 2: Switch to the Timeline

  1. Select the Work Package you created.
  2. Switch to the Timeline view.
    • The timeline will display only the scopes, tasks, or milestones included in that Work Package.

Step 3: Schedule and Adjust

  • Drag the start and end dates directly on the timeline.
  • Set dependencies by connecting one task node to another.
  • Adjust task order to maintain a clear and controlled project sequence.

Export Options

When scheduling is complete, you can share or move your data into other tools.

  1. Export to PDF - Share a clean schedule snapshot with your team or stakeholders.
  2. Export to Excel - Continue scheduling or reporting in external platforms if needed.

Why use Work Packages for scheduling

  • Schedule scopes such as Arch Coordination or MIDP independently.
  • Keep your timeline clean and organized.
  • Maintain focus on the tasks that matter most for each phase.