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SOLUTION - PROGRAM MANAGEMENT - Re-use existing projects

オフライン Archive User 15 年以上前

Ron - Monday, January 17, 2011 10:06 AM:

One concern I have with projects is the inviability to re-use an existing project. Am I missing something? I do not see a way to save as a new project or even to save as a template. We have similar projects and it only makes sense to use a project that closely matches the new project as a new template.

Is there a way?

Ron

Brian - Friday, January 21, 2011 7:47 AM:

Hi Ron,

While you can't save from an existing Project to a Template you can create a Template that captures your "Lessons Learned" and established practice from earlier projects and use this as the Base for a New Project.

Under the Templates TOC you can create a new Template including defining whether particular tasks are optional in the derived project. You can define Group Identities to be the Lead Role and fill in the actual details of who does what when the Template is used to create a new Project.

Templates have to be in an Approved Lifecycle State in order for you to use them as the base for a new Project.

Once you have a Template in an Approved Lifecycle state go to Projects and create a new one. You will have the option to use a Template as the Base for the Project.

See if that gets you where you want to be.

I'm sure it would be possible to convert a finished project into a Template with a bit of coding to copy appropriate fields. This might be a worthwhile activity if you have a lot of different projects that you want to use as Templates going forward or very large projects that you want to use as a template.

I suspect that most places do not want a large number of templates as it is then more difficult to choose the "correct" template for a given new project and also more difficult to update existing templates to capture new "Lessons Learned" from continuting operations.

Cheers,

Brian.

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Ron - Friday, January 21, 2011 9:03 AM:

Thanks Brian, this is basicly what I have told the Project Management group and we have started with inputing the most currrent project. I was hoping someone has figured out a way to convert an existing project into a template. It just seems to be a lot of work manually creating a template from an existign project. I think I can convice them to develop the project plan as a template first if one does not exist which can be used. but even ther you can not save an existing template as a new one.It's create from scratch.

Ron

PatrickW - Monday, February 14, 2011 11:35 AM:

A work around could be the MS Project Import/Export solution: http://www.aras.com/communityprojects/?projectid=3EEBCD309FE249B5BB2FEDB28D128FF0

Not sure if it'll work correctly with 9.2 though.

Patrick

SOLUTION - PROGRAM MANAGEMENT - Re-use existing projects

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