Best Use of Template File with Resources?

J

Just Fun

When using a template file to create the next great project ( a new home), I
want to maximize the use of the tasks and resources that remain the same.

I am moving beyond the use of single project files to using multiple
projects and pools and a master project for reporting. I have read Mike
Glen's articles regarding multiple projects but I don't see anything that
prepares me for the insertion of projects that I create from a template.

What I need to understand is what to expect when I link the new project
(that I derive from the Template Project) to the Resource Pool.

Here's what I have:
MSP 2003 Standard.
The Template File is not linked to the Resource Pool. I have resources in
the Template that are just like the ones in the Pool such as Management;
Construction Admin; Construction Manager; Construction Superintendent; and
others such as Architect, key subcontractors and building authorities.

In the Template File, the tasks that are always the same and assigned to the
resources as usual, represent about 95% of the planning for the new homes we
build. The last 5% are the options or uniquenesses of the home and the
subtle changes to task durations. Rarely does the logic (precedence) change.

While I use the resources in the pool, they sometimes evolve during the
course of several months or several houses (projects). I am fearful of them
getting out of sync with what I have in the Template File that are
pre-assigned to tasks.

Should I be concerned? Are there any caveats? What happens when I link a new
project (made from a template that has resources in it) with the pool that
has similar (the same) resources?

When I link this to a master project, will the resources be duplicated?

In a separate thread I will ask about the process of closing out the project
and un-linking the pool and removing the finished home from the Master
Project. What happens if I want to do reporting on the finished project
after the completion and un-linking of the files? I mention it here just so
that you can see how I expect the entire project life cycle to proceed.

John Hansen
 
M

Mike Glen

Hi,

A Template is just an ordinary mpp file that has been saved as an mpt file.
When you open the template, just Save As... and give it a new name. You now
have an mpp file like any other. Check it is what you want, add or change
tasks or resources, and then share it with the resource pool. Resources
will not be duplicated (provided the names are EXACTLY the same) if you
Insert the project into the master. You'll only get duplication if you
copy/pase the project details into the master.


Mike Glen
Project MVP
 
J

Just Fun

Mike,
Your advice is reassuring. I will work with this in mind and keep you
posted.
John Hansen
 

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