Duplicate existing Projects
Not sure if that came up earlier but being able to duplicate an existing project would be good. Also, is there support for template projects?
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Chris Gibson commented
This would be very useful for us as well. It would also be useful to include the task list for the template into this project too. We have a pre-defined process which is the same for every project, each phase has a set of tasks that need to be included, for a project these total around 250 tasks. If these were ordered in the phases and then available as a template this would help a great deal.
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Anonymous commented
This would be a great idea and anything that saves me time in the end is very helpful.
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Raf Dolanowski commented
This would be fantastic to have as it would save a huge amount of time for someone like myself who creates a lot of projects with fairly short duration but multiple steps.
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Jared Cameron commented
I agree - often projects follow the same stages, but with different timelines or resources attached. It would be helpful to be able to either duplicate and entire project including the bookings, or to be able to setup template projects that have bookings already defined - but just need durations and resources assigned.
For example: We are a technology consulting business, most of our projects go through the following phases: Initiate, Discover, Design, Deliver, Go Live. In general the phase have a set length in weeks (e.g. Initiate is usually 2 weeks long), so it would be helpful to create a template with these phases setup as bookings with durations already defaulted (that can be edited). When you select the template you would need to be prompted for a project start date and assign resources to either the entire project or to a specific booking, so it can populate the grid. This could be part of the "add new project" screen - "select a template" then it populates most of the fields and you just have to tweak it.
I'm happy to explain this in more detail, including screen shots of my Hub Planner portal.
Jared Cameron