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Send Project Request To Create a Project From a Template

Last post 05-29-2008 11:52 AM by emarone. 3 replies.
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  • 04-12-2008 5:57 AM

    Send Project Request To Create a Project From a Template

    We would like to get all our projects to be approved before started (through the project request application) but we would also like to create these projects from templates. How can we achieve this?

     

    Thanks in advance

  • 04-12-2008 4:15 PM In reply to

    Re: Send Project Request To Create a Project From a Template

    Mohamed,

    Onec you approve the project request and generate a project, you can select any template you have saved to apply to the new project.

    John F. Filicetti, PMP, MBA
  • 05-18-2008 3:07 AM In reply to

    Re: Send Project Request To Create a Project From a Template

     

     Could you tell me how to do this?  AsI couldnt find an "Apply Template" selection in the project menu

     The only way I managed to create project from template is through the "Templates" application and the only problem with this is that you can create a project without the project being approved and we wouldnt like our users to be able to do this.

     

    Thanks

  • 05-29-2008 11:52 AM In reply to

    • emarone
    • Top 10 Contributor
    • Joined on 09-19-2006
    • Seattle, WA
    • Posts 270

    Re: Send Project Request To Create a Project From a Template

    When you create a project from a project request, you can select the appropriate template at that time.  There is no way to apply a template to an already-created project.

    As long as the template(s) and project request types are related to the same project type, you should be good to go - selecting a template is the first section of the generate project page when creating a project from a Project Request.

    Erik Marone | Daptiv Product Manager
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