Project Management

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    Prasanna Reka
    Bulk Upload Project Template Tasks
    Topic posted November 7, 2017 by Prasanna RekaSilver Medal: 2,000+ Points, tagged Project Management 
    93 Views, 2 Comments
    Bulk Upload Project Template Tasks
    Bulk Upload Project Template Tasks

    Is there anyway we can bulk upload Project Template Tasks, we have many templates with extensive WBS. Setting up templates taking lot of time, we don't have automated migration available for templates so we have to manually migrate templates.

    Any workarounds or ideas to simplify this task.



    • Dustin Grabowski

      Correct that there currently is no mechanism to load project templates, or migrate them between environments.  A potential work around could be to create/load a project and it's WBS and create the template from the project.  Once the templates are completed you could change the status of the project to a Closed status so that it will not be available to accept transactions, etc.

      • Prasanna Reka

        That's what I did for test environments but for PROD we don't want to adopt this approach. Hopefully we will get some solution to migrate or load utility.