Adding Project Tasks from a Template

Notes:

You can copy all or selected project tasks from an existing projectClosed A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. to your current project. The existing project does not need to be marked as a template. Existing hierarchy and project task dependencies are maintained.

To add project tasks from a project template:

  1. On a project record, click Actions | Project Tasks | Add Project Tasks from Template. The Select a Project window opens.
  2. Select a project to copy tasks from by selecting a recently used project, or by searching for a project using two or more characters anywhere in the project name.

    You can select from all projects or choose to select from only template projects. The projects that are listed are controlled by project sharing settings. A maximum of 100 projects are listed. Projects without tasks are not listed.

  3. Click Next. The project tasks and their associated details are displayed, and all of the tasks are selected by default.
  4. [Optional] Enter or select a date that the earliest added task should start in the new project. The existing hierarchy, durations, and dependencies are calculated relative to this date:
  5. [Optional] Deselect any tasks that you do not want to copy.
  6. Click Add Tasks. The selected project tasks are added to the current project.
Note:
  1. On the project's Project Tasks related list, click Add Project Tasks From Template.
  2. On the Select Project Template page, select a project template to copy tasks from and click Select. The Add Project Tasks page is displayed.
  3. [Optional] If no project tasks are displayed, click Select Different Template and select a template that contains project tasks.
  4. [Optional] On the Add Project Tasks page, select the Top Level Task Start Date to set the date of the first copied task. The hierarchy of the copied tasks is maintained, based on this date, and all project task start and end dates being copied are recalculated.
  5. Click Add Tasks to add all the project tasks to the current project. The existing hierarchy, project task assignments, dependencies, and other project task details are retained.
Note: If the checkbox Allow Start/End on Non-working Days on the associated work calendar is deselected, the dates are adjusted to avoid non-working days specified in that work calendar. If there is no associated work calendar, the dates are adjusted to avoid Saturday and Sunday.
Example: If Saturday and Sunday are non-working days, an adjusted date that would have started or ended on one of these days is moved to Monday, which is the next available working day.

Supported Functions of Project Tasks

When you add tasks from a template to another project, the following functionality is supported: