File template

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File template

Guillaume Fortin
Hi,

I have some trouble with the project template.

I created a project template named template with some resources, tasks
and phases. I created a new project (p1) who uses the this template.
The problem is when I go to my time page to add the hours spent on the
project p1, the tasks do not appear in the list. There is only Template
task1, .... I would like to have p1 task1, p1 task2, etc., for each
resource listed in the template project. Isn't the main purpose about
creating a template?

Is there a way to link automatically the tasks, phases and resource to
the new project from a template?

I have a second question. Is there a way to update a template already
created?

I want to do it because I have about 80 main tasks and around 20
resources, so I really don't want to manage it manually
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Re: File template

Jacques Le Roux
Administrator
Le 06/04/2017 à 22:45, Guillaume Fortin a écrit :

> Hi,
>
> I have some trouble with the project template.
>
> I created a project template named template with some resources, tasks and phases. I created a new project (p1) who uses the this template.
> The problem is when I go to my time page to add the hours spent on the project p1, the tasks do not appear in the list. There is only Template
> task1, .... I would like to have p1 task1, p1 task2, etc., for each resource listed in the template project. Isn't the main purpose about creating a
> template?
>
> Is there a way to link automatically the tasks, phases and resource to the new project from a template?
>
> I have a second question. Is there a way to update a template already created?
>
> I want to do it because I have about 80 main tasks and around 20 resources, so I really don't want to manage it manually
>
Hi Guillaume,

With a large numbers of tasks you certainly need to automate it.
I think you need to program something that does not exist OOTB but should not be too hard to create using project services

My 2cts

Jacques