Date index for Mar 2003


[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]

Re: [achievo] Copying Template and Project



Hi,

jeff putthoff,SJ wrote:

We are new to Achievo and have a basic question. We want to set up a reoccurring Project. Is there a way to create a template of this project so that we can reuse the entire project againa and again? Otherwise, it seems that we have to setup all the elements of the project each time we want to use Achieve. Thanks for your help.

Yes, there's a feature for this.

In the 'setup' menu (I admit, that is not the most obvious place), there are 2 options 'phase templates' and 'project templates'. First create some phase templates, then create a project template that uses them.

Then, in project management, you can create new projects based on this template.

We use this feature ourselves quite extensively for all kinds of projects.

Greetings,
Ivo

--
Ivo Jansch <ivo dot 
ibuildings.nl BV - information technology
http://www.ibuildings.nl



http://www.achievo.org/lists achievo.org - ©1999-2002 ibuildings.nl BV