SCOPE: Structured Information Requirements + Digital Agreements
Build structured scopes in Plannerly: information requirements, MIDPs, WBS and delivery matrices, then schedule them and export to Excel or PDF.
20 articles
Creating Work Breakdown Structures (WBS) in Plannerly's Scope ModulePlannerly makes it simple to create, manage, and reuse powerful Work Breakdown Structures (WBS) inside the Scope module. 2 min read
How Can I Represent Locations in Plannerly?Whether you’re managing a multi-building campus or coordinating floor-by-floor handovers, representing locations in your Plannerly project is a key part of organizing your data and improving clarity across your team. 2 min read
How to Find an Example Scope in PlannerlyThis article describes how to find and use an Exmaple Scope in Plannerly2 min read
How to Schedule Your Scope in PlannerlyKeeping 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.2 min read
Model Progression & Delivery Matrices in Plannerly ScopePlannerly's Scope module lets you build model progression tables, TIDPs, MIDPs, responsibility matrices and IPSs in one place, structured by stage and classification, aligned with ISO 19650 and ISO 7817 level of information need, with exports to PDF contracts, Excel and buildingSMART IDS.4 min read
Sort Information Requirements AlphabeticallyLearn how Information Requirements are ordered in Plannerly.1 min read
How to Copy from One Cell to Another in Scope ModuleIf you’re working in the Scope module and want to copy tasks or data from one cell to another, Plannerly makes it quick and flexible!1 min read
How to delete (archive) a category in Scope – and what happens to its contentWhen working in Scope (for OIR, AIR, EIR, or any structured scope), you can remove a category directly from the interface. It’s quick, but there are a few important behaviors to understand first so you don’t accidentally lose track of information.3 min read
Import an IDS file into PlannerlyBring a buildingSMART IDS file into Scope, edit its requirements with your team, export a refined IDS and check your models against it in Verify.3 min read
Importing Scope from a Template or Another Project in PlannerlyWhether 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.1 min read
Understanding the Plannerly Scope User InterfaceA quick visual tour of the Plannerly Scope module - folders, task rows, cells, information requirements, view preferences, custom fields, document placeholders, data dictionaries, and work packages - so you can navigate with confidence before building your first structured scope.6 min read
