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Using Project Plan Templates

A project plan template can be used in two ways:

Create a new project from a template

Apply a template to an existing project

The elements of a project plan included in a template are:

a copy of the Project Data row

milestones from the Status module (if any)

assignment rows from Effort Forecasts

financial assignments (if any) from the Financial Detail sheet in the Financial module.

Step by step instruction - Create a new project from a template

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Note: Until this note is removed, please use the following workaround to a defect in this feature.

1.    Create the new project with the Insert > Project menu.

2.    Save data to the database with Database > Save Data menu command.

3.    Follow the steps below for the Apply Template to a Project method.

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1.    Click menu Database > Get Template.

Database_Get_Template_Dialog.jpg

2.    Select a template in the Template drop down.

3.    Enter a project name in the Project Name drop down.

4.    Check/uncheck the plan elements as appropriate.

Project Plan (must be checked in the create project case)

Milestones

Resource Plan

Financials

5.    Change schedule (Start Date and Periods), resource demand (Effort), and Priority as appropriate. 

Note: Changing any or all of Start Date, Periods, and Effort scales but maintains the profile (the shape of the curve) of resource demand.

Step by step instruction - Apply a template to a project

1.    Right click on a cell in the target project row on the Project Data sheet and select Apply Template.

2.    Select a template in the Template drop down.

MENURC_Apply_Template.jpg

Note that the target project name is in the Project Name choice box.

3.    Enter and check/uncheck the plan elements as appropriate.

Project Plan (MAY be unchecked in this case)

See steps 4 and 5 above.

5.    Change schedule (Start Date and Periods), resource demand (Effort), and Priority as appropriate. 

Note: Changing any or all of Start Date, Periods, and Effort scales but maintains the resource demand profile  (the shape of the curve).

Results of using a template

Project plan before Apply

Template_Proj_Before.jpg

Project plan after Apply

Template_Proj_After.jpg

Resource plan after Apply

Template_EF_After.jpg

Financial plan after Apply

Template_FIN_After.jpg

See a brief how-to video

[To be added]

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