Project Template use

[kellykaufmann]

Our process for creating new PRJ projects in SN is to start from a Demand, then have a PRJ created from the DMND and fields carried over from the DMND and the PRJ and DMND reference eachother. I was asked to look into the Project Template functionality. We are currently using the 'Copy Partial Project' functionality if we have a project schedule we want to use as a template. But to do this, we have to create a dummy PRJ just to have the schedule to copy to real projects, and this is messy having dummy PRJ's out there.

Should we just create a template for each template project schedules we want, then use the 'copy partial project' functionality from that template, so we don't have these dummy PRJ's?

Is it technically feasible to apply a template to an existing PRJ just to have the project tasks copy into that project?

Thank you

- Kelly

[Anurag Tripathi]

Hi Kelly,

The copy project functionality looks incomplete to me as it doesn't copy over the tasks(at least it didn't till 6-8 months back). so i created a custom copy project feature that copies the project with all the tasks and everything and the new project created is obviously in pending state regardless of the source project's state. In this we also had the benefit to give the users exactly what was required(fields, state, attachments, tasks etc....)

[kellykaufmann]

Strange, the 'copy partial project' functionality has worked for me for a couple years for copying tasks - in Eureka and Fuji. It will copy that task and all child tasks...so if you create a high level parent task with all other project tasks as different levels of subtasks, and select that high level parent task when you do Copy Partial Project, it will copy all the subtasks too. What version was this not working for you on?

[ettawilson]

Kelly,

I've done what Anna suggested and it works great.

Etta