Eliminate Actuals from Template?

J

J Burford Fields

I'm trying to create a template that can be used to quickly create a
reocurring project. The resource assignments are generally the same,
so I just saved an existing project as a template. Problem is, that
when I create a new project from that template I'm seeing actuals of
the previous project! ...and protected actuals!

J
 
G

Gary L. Chefetz [MVP]

JB:

Here's a rule to live by: NEVER, EVER, create a new project or project
template form a project plan that has ever lived in a Project Server
database. If you like the structure of the previous plan, then copy only the
text data from one plan to another. IOW - task names, dependencies. Yes you
have to restore your summary task/subtask structure manually, but it's the
only way to get a clean representation. Because we can't address the binary
project record, there's no good way to scrub a plan after it has been saved
to Project Server.

Use only extra-virgin, first-press projects to create new projects and
project templates!
 
J

J Burford Fields

Gary, you're a saint. Excellent timing on the advice, also.

Don't you love it when you head off the catastrophe before it happens?

J
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top