New Project from Template

From LongJump Support Wiki
Revision as of 19:27, 18 July 2011 by imported>Aeric
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

Use a successful project as a template for future work.

To create a new project from a template:

  1. Navigate to the Projects tab
  2. Click the [New Record] button, and choose New Project from Template
  3. Click the Lookup Lookupicon.gif icon to select an existing project from a Lookup Window
  4. Click [Next]
  5. Follow the instructions at Add a New Project
Considerations
  • When project is created from a template, only the phases and tasks are added
  • All tasks in a project created from a template will have Status set to Not Started and Percentage Complete set to zero
  • New Start Dates are calculated for each task, based on the Start Date of the Project and the Start Date/Task Duration associated with each task