There is no direct way to do this. Do you have task lists in your proposals
or do you leave it blank? Either way, we have set up a process at a client
site that simulated the ability to do this.
First create a special project template:
1) Take your template and save it as a regular project plan, but do not
publish it. This way it is only visible in Project Professional. Pre-pend
the name with _ so that it shows up first on your project list in Pro. In
this example I called it "_Project Template"
2) Make it read only by adding it to a special read only category. Add this
new category to the Project Members security group with a deny on "Save
Project"
The process then goes like this:
1) After converting a proposal to a project, open the project in Project
Pro.
2) If the task list is empty, highlight the first row. If you are seeing
converted tasks from the proposal, either delete them if you don't want them
anymore or select a row where you want the template to be inserted
2) Go to Insert>Project
3) Select the _Project Template schedule
- Make sure to change the mode to "Read Only"
- Be especially careful to NOT link to the _Project Template (uncheck the
"Link to project" box)
4) You will receive a pop up message asking whether you want to save
changes to "_Project Template", click NO
The tasks and milestones from the template have now been added to your
project. Inserting the template leaves behind a top-level task which has
the template name on it. You'll want to get rid of that task. To do this:
1) Expand the project outline to see all the tasks
2) You need to then highlight and "outdent" all the tasks within the outline
so that the top task is no longer a summary.
3) Then you can delete the top task
This might seem tedious but it is pretty easy to do and if you document it
nicely, pretty easy to follow. This is the best option I can offer.
Jonathan Sofer
