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Modifying an existing template

Last post 03-14-2007 10:38 AM by emarone. 1 replies.
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  • 03-14-2007 6:50 AM

    • Sarma
    • Top 25 Contributor
    • Joined on 03-15-2006
    • Columbus, OH
    • Posts 31

    Modifying an existing template

    How do I modify an existing template? (Other than deleting an existing template and recreating it).
  • 03-14-2007 10:38 AM In reply to

    • emarone
    • Top 10 Contributor
    • Joined on 09-19-2006
    • Seattle, WA
    • Posts 283

    Re: Modifying an existing template

    There's no way to directly modify a template.  A good process to accomplish this is:

    1. Create a new project from the existing template.
    2. Modify the project to include the updates you need.
    3. Create a new template from the modified project, and include comments in the Description field to note what was changed in this version.
    4. Delete the old template.
    5. Delete the source project.

    It's only a handful steps, and it allows you to alter the task plan, reset the schedule start date, modify application folders, update workflow notification options, and other attributes of the project.

    Erik Marone | Daptiv Product Manager
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