Template at summary level
I use MS Project 2010 and have a lot of repetitive tasks that I enter at summary level. Is it possible to have a template that I can insert in different places within the project?
HFprojects --
My answer is the same with projects saved in Project Server 2010. If you follow the first set of steps I detailed in my original reply, you should save your template project as an MPP file outside of the Project Server database. When you want
to insert the tasks from the template file, then follow these steps:
1. Open a project in which you need to insert repetitive tasks.
2. Select the cell where you want to insert a block of tasks.
3. Click the Project tab and then click the Subproject button.
4. In the Insert Project dialog, select the template project containing the repetitive task list.
5. DESELECT the Link to Project checkbox option and then click the Insert button.
6. Expand the new summary section containing the repetitive tasks.
7. Indent our outdent the new section as needed.
Please note, with my apologies, that I forgot to include step #5 in my original reply, which is a VERY important step. When you follow the 7 steps listed above, you are not inserted a subproject inside of another subproject. Instead, you are
inserting the list of tasks from the template project into a subproject, so this will not cause you any problems with your Project Server subproject.
Hope this helps.
Dale A. Howard [MVP]
VP of Educational Services
msProjectExperts
http://www.msprojectexperts.com
http://www.projectserverexperts.com
"We write the books on Project Server"
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Revision: 3120
Author: [email protected]
Date: 2008-09-05 10:44:10 -0700 (Fri, 05 Sep 2008)
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