how do i create project that uses same sub-project many times sta.

[ProjectNewUser]

I have created a project that goes through steps for completing the project.
As a result, we now have what it takes to that project completely one time.
In our service business, we repeat that project for different customers. In
order to do resource and schedule planning, we need to have the same project
but starting at different dates for all customers integrated in one file.
What is the best way to set that up in MS Project?

 

[JulieD]

Hi

if you REALLY want them in one project file for all customers (and not a
separate one each that can be combined for viewing & printing purposes) then
i would suggest the "good old" copy & paste method with a MUST START ON
CONTSTRAINT (task information - advanced tab) on the first task with all
other tasks linking to this task (or to tasks linked to this task). This
constraint date could then be changed for each of the customers.

Hope this helps
Cheers
JulieD

 

[Mike Glen]

Hi ProjectNewUser,

Welcome to this Microsoft Project newsgroup

I would have thought you'd do better having a project for each customer, as
then you can archive the finished projects without cluttering your current
ones. I suggest you create a pool file of the resources, one file for each
customer and in each project share the resources with the pool. Opening the
pool will then simpfly the creation of a master project which will overlook
all of them. Best to create a template file for new customers and run the
adjust_dates macro to reset the start date for each one. You have a lot of
learning to do! I have just written an article on consolidation of projects
for the next issue in a week or so. It is will be in the TechTrax ezine, at
this site: http://tinyurl.com/2xbhc (Perhaps you'd care to rate it before
leaving the site, Thanks.)

FAQs, companion products and other useful Project information can be seen at
this web address: <http://www.mvps.org/project/>

Hope this helps - please let us know how you get on )

Mike Glen
MS Project MVP

 

[Steve House [MVP]]

How about just create the base project, make it generic, and save it as a
template. Then for each customer project, create a new project file with
that one as its source.

 

[ProjectNewUser]

Thank you Julie. After thinking through and reding several threads hee, it
may make sense for me to have separate projects for each customer. Thanks
for your input.
anil

 

[ProjectNewUser]

Thank you.

How about just create the base project, make it generic, and save it as a
template. Then for each customer project, create a new project file with
that one as its source.