Quick start guide


Who can use the tool?
How do I log in or create an account?
Overview of My dashboard
How do I create a data management plan?
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. As a user, you can:

How do I log in or create an account?

Click on Sign in at the top-right of the home page. You can also click the white “Get started” button.

If your institution/organization is affiliated with DMPTool:

UCR sign in

Overview of My dashboard

When you log in you will be directed to “My dashboard.” From here you can create, edit, share, download, copy, or remove any of your plans. You will also see plans that have been shared with you by others.

If others at your institution/organization have chose to share their plans internally, you will see a second table of organizational plans. This allows you to download a PDF and view their plans as samples or to discover new research data. Additional samples are available in the list of public plans.

My dashboard

How do I create a data management plan?

Create a plan

To create a plan, click the “Create plan” button on My dashboard or the top menu. This will take you to a wizard that helps you select the appropriate template:

Create plan

  1. Enter a title for your research project. If applying for funding, use the project title as it appears in the proposal.
  2. Select the primary research organization. If you are associated with a participating institution/organization, this field will be pre-populated. You have the option to clear the field and select another organization from the list. Based on your selection, you will be presented with institution-specific templates and guidance. You can also check the box that “No organization is associated with this plan.”
  3. Select the primary funding organization. If you are required to include a data management plan as part of a grant proposal, select your funder from the list. You may be presented with a secondary dropdown menu if your funder has different requirements for specific programs (e.g., NSF, DOE). See the complete list of funder requirements supported by DMPTool. If your funder is not in the list or you are not applying for a grant, check the box for “No funder associated with this plan;” this selection will provide you with a generic template.

If you are just testing the tool or taking a course on data management, check the box “Mock project for test, practice, or educational purposes.” Marking your plans as a test will be reflected in usage statistics and prevent public or organizational sharing; this allows other users to find real sample plans more easily.

Once you have made your selections, click “Create plan.”

You can also make a copy of an existing plan (from the Actions menu next to the plan on My dashboard) and update it for a new research project and/or grant proposal.

Write your plan

The tabbed interface allows you to navigate through different functions when editing your plan.

Share plans

Input the email address(es) of any collaborators you would like to invite to read or edit your plan. Set their permissions via the radio buttons and click to "Add collaborator." Adjust permissions or remove collaborators at any time via the drop-down options in the table.

The "Share" tab is also where you can set your plan visibility.

By default all new and test plans will be set to Private visibility. Public and Organizational visibility are intended for finished plans. You must answer at least 50% of the questions to enable these options.

Share tab

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.

There may also be an option to request feedback on your plan (on the “Share” tab). This is available when research support staff at your institution have enabled the service. Click to “Request feedback” and your local administrators will be alerted to your request. Their comments will be visible in the “Comments” field adjacent to each question. You will receive an email notification when an administrator provides feedback.