If you create a project (or have created one in the past) which you would like to use as a template to create new projects with, the first step in the process is to mark this project as a template. Here’s how. Select Home -> Projects -> Projects. Click on the project Number link to […]
A project’s structure (Task Groups, Task Types, Task Priorities, Task Statuses) can be copied to another project upon the creation of a new project only. A project’s structure and tasks cannot be copied to an existing project. You will find detailed instructions on how to create new projects using a template in this help topic. Learn more about project templates.
We would like to create a master project template, create projects with that template and then eliminate extraneous tasks. Is that possible?
The idea is to create a master template with all tasks that potentially will need to be performed when a real project based on this template is set up. Task dependencies will need to be set up around the tasks that may be deleted and a precise step-by-step will need to be followed. Here is […]
Administrators and normal users with the “Can Open this Project” right on the project template can copy it.
The “Parent/Child” relationship, in AceProject terminology, refers to the relationship between a template project and a project that was created based on the template. When a new project (the child) is created from a template (the parent), the new project is by default linked to the template. As long as a child remains linked to […]
This option lets you keep the same time interval between the new project’s Estimated Start Date and its tasks’ dates as the ones you have in the template project. For instance, if a task starts 6 business days after the project Estimated Start Date in your template, the Estimated Start Date of the corresponding task in […]
A static template is a project you can only use as a template. It is not a real “live” project. Its tasks do not appear in user task lists and they do not generate any e-mail notifications. Time cannot be recorded on a static template. On the other hand, a dynamic template is a project you can […]
If you are an Administrator or Project Manager, you have the right to mark an existing project as a template. If you are a Normal user with the right to create projects, you will automatically become Project Manager over the projects you create. Hence, you will have the ability to mark those projects as templates. […]