Hello Josh Santos
Only some of the items are handled -in a template.
Regarding the suggestion for team and manager roles being part of the template - I did not see your responce - I would like to make a template where the roles are defined and when setting up a new project I would be prompted to define the team playes as per the templates role list - the resources' names would be then entered and replace the role names.
Yes I suggest that set up of properties be defined ahead of time saved in the template - with out need to reset each time - resetting would be done only when needed. Those settings could either be in the template or inthe organizations settings.
When starting a project from a template, I would add additional properties to be set
1.) When creating a project from a template, you have an option to bring in the same team of resources or leave it blank (just a checkbox)
.Yes - this is a drop down to select when allocating - pls see the suggestion above..
2.) Scheduling policy (fixed work, duration, etc.) is saved in the template :yes it is saved but it is not prompted - only when you find out that there are problems.
3.) Can select draft/active when you are creating a project from a template.
yes but once activated the template - is a project - any new items added following activation are added as active and not as draft items- I suggest to allow a prompt how to add items to a template following its activation
4.) Can select PM when you are creating a project from a template. -
No if I am not the selected person but I am creating the project - the system by default puts me as the PM - the acting manager in the project is the one that is updating the the tasks
5.) Reviewers are saved in the template, but you need to check the "Resources" box when creating a new template to bring them in. -
do you mean - you need to assign them to each task - there is now overall assignment of reviewer for the full scope
6.) Will be addressed with subscriptions in a future release.
7.) Can do this to some degree now, current templates remember where reviewers are assigned.
8.) Can define a project start/end date when create a project based on a template. Also all manual dates get saved in the template. Dependencies also get saved in the template. This one I think we adequately address right now. -
in some part it is covered you can select either start or either end date - but not the two- the manual dates - I think should be dependent on the start and end dates and the dependencies - the behavior could be prompted
9.) Budget I believe also gets saved in the template (at least the planned budget column).