Quick Start Guide

[PDF version]

Table of Contents

  1. Who can use the tool
  2. How do I log in?
  3. Overview of tool features
  4. How do I create a DMP?
  5. Sharing your DMP pubolcly
  6. How do I get help from someone at my institution?

Who can use the tool?

DMPTool is free for anyone to create data management plans.

How do I log in?

Click on Log In at the top-right of the home page. You can also click the green “Get Started” button.

Overview of tool features


  1. My Dashboard is your best starting point for managing your DMPs. From here you can get an overview of all your DMPs.
  2. My DMPs lists of all your DMPs, noting which you own, co-own, and their status.
  3. Create New DMP allows you to start from a template or you can copy an existing DMP.  
  4. My Profile is where you can update your personal information, including your ORCID. You can also modify your notification preferences. A check mark ( ✓ ) in front of a preference indicates you would like to be sent a notification.
  5. DMP States/Status

The following states only apply if your institution has enabled the “Review” functionality. Contact your institutional administrator for more information. (The email address and a URL for help are at the top of the page after you log in.)

How do I create a DMP?

Create new DMP

After logging in, you will be taken to your My Dashboard page, click the Create New DMP button below the “Overview” box or in the navigation bar next to My DMPs.  

There are three steps in the workflow for creating a DMP:

Step #1: DMP Overview: provide general information about the plan, including template name, DMP title, co-owners, etc.

Step #2: DMP Details: provide answers to prompts in your DMP. Click the box size links to fully display section instructions.

Step #3: DMP Preview & Completion: preview the DMP with options to print and download; plan is designated as “Completed”.

Step #1: DMP Overview

You can either: (A) Create a new DMP using a DMP Template; or (B) Copy an existing DMP.

Step 1: DMP Overview

(A) Start from a DMP Template

Select DMP Template

1. Click  the “Select Template” button.

2. Either browse by or search for a template plan name.

Note: In the A-Z browse list, the folder icons and arrows to the left are clickable to view all templates within the folder.

Note: These templates include those that are customized by your institution.

3. Select the template appropriate for your funder or institution and click “Next”.

(B) Copy an Existing DMP

The list of existing DMPs includes those that you own or co-own as well as those that are visible to everyone at your institution or are publicly available. Select a DMP and click “Copy this DMP”.

After completing (A) or (B), enter the relevant information on the DMP Overview page.

DMP Overview

Enter the following information:

  1. DMP Title. The name should help you identify this specific data management plan and will be listed on the “My DMPs” page. Often DMP titles are similar to project titles.
  2. Proposal Solicitation Number (optional). Enter the funder solicitation number, if available. This information does not  appear in your final DMP.
  3. Proposal Submission Deadline (optional). Enter the grant submission deadline.
  4. Visibility. Indicate your preference for DMP visibility. By default, visibility is “private” and can only be viewed by you and your plan co-owners. Other options are “public”: viewable by everyone;  and “institutional”: viewable by everyone from your institution.
  5. Add Co-owners (optional). Designate DMP co-owner(s), who will be able to view, edit, and comment on your plan. They must already have a DMPTool account to be designated a co-owner.

Click “Save and Next”.

Step #2. DMP Details

DMP Details

  1. Template Outline. You can navigate among different sections of a template using this outline. As you click a section title in the outline on the left, the prompts, resources, and text box for your answers will appear on the right.
  2. Instructions. There is Guidance for each section of the DMP. There may also be a Links tab where you will find links to further information, a Suggested Response tab with answers that you can simply copy and paste (not shown), and/or Example Response tab to help guide you in writing your response (not shown).
  3. Funder or Institution requirement statement. These are instructions directly from the funder or institution that is requiring the DMP.
  4. Text box. Your answers go here. The text box offers a few editing features (located above the text entry box).
  5. Save Response. Click “Save Response” to save your response and remain in the current section.  Click the “Save and Next” button to navigate to the next section in your DMP.

To navigate to other sections of your DMP, use the section links in the Outline in the box on the left. Be sure to save your response before leaving a section.

Step #3. DMP Preview & Completion

DMP Preview

  1. DMP Preview button opens a new window and displays the contents of your entire DMP. You can click this at anytime to preview your plan. Be sure to click “Save Response” before clicking DMP Preview.
  2. DMP Preview displays your entire DMP, including section headers and your responses.
  3. Export or Print  your plan as PDF or DOCX format, or print your plan.
  4. While in DMP Preview, you must click “Done” to change your DMP status to ‘Completed’. If your organization has set up a “Review” process, you will instead see a “Submit for Review” button. Note: you can always come back and change or add information by clicking on DMP Overview or DMP Details in the navigation.

DMP Preview

Sharing your DMP publicy

We encourage DMPTool users to make their DMPs publicly available. This promotes open science and may help others in the community better craft their own DMPs. By default, all plans are “private” – only owners and co-owners can view the plans. To change this, go to My DMPs, put your cursor over the plan you would like to share and click “Share”. You can share your plan with everyone at your institution, publicly on the DMPTool website, or keep it private.

You can also go to the DMP Overview page and click Change Status next to Visibility.


How do I get help from someone at my institution?

After logging in, you will find an email address and URL for help at the top of the page.

Contact us