Create project templates to provide users with masters they can base their new projects on and keep structure integrity.
Feature Description
Copying a project is a great time saver and ensures that your organization's standards are maintained from one project to the other. By creating projects from templates, it is guaranteed that project managers create their projects from a standardized source. Furthermore, the parent/child relationship lets you link a project template with one or several child projects. Hence, whenever a structure change (task groups, types, statuses and priorities) is applied to the parent project, all its child projects are updated accordingly. This ensures data integrity is preserved.
Active vs. Inactive Templates
A project template can be marked as active or inactive. An active template is a project you can use as both a template and a project to work with. Its entire structure can be copied. Its tasks are displayed in task lists, such as "My Tasks". On the other hand, an inactive template is a project you can only use as a template. Its entire structure can be copied. However, it cannot be used to work with as its tasks are not displayed in task lists, such as "My Tasks". No email notification is sent for inactive templates.
Items that can be copied include:
- Project assignments
- Project documents
- Discussion forum topics
- Tasks
- Task assignments
- Task Documents
- Task dates can even be adjusted in accordance with the new project's start date.
- All task statuses can be reset to "Waiting" if needed.
* When a project template is copied, the "Contact", "Dependencies", "Settings" and "Default Values" information is carried over into the new project.
New Project - Copy a project from this template
Child Projects