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ProjeQtOr free project management software - Issue when copy a template project - Page 2 - ProjeQtOr
 

Issue when copy a template project

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23 Apr 2025 14:25 #7 by evinatie
Indeed, it's true that copying to a new project template directly assigns the person as a resource, but by changing the project type, we lose this automatic assignment.

Is this a misconfiguration of our instance?

Thanks in advance.

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03 May 2025 13:29 #8 by babynus
Well, cannot analyse  with so few information.

Just ot be sure, I created new Template project (with 2 Activities and 2 Milestones).
No user is allocated to this Project.
I connect as a Project Leader : I can see Template project but cannot update it, all I can do is copy it. That's exactly what a Template is designed for.
I copy it with new opeartional type (not template, not administrative)  : I am automatically allocated to this new project. It is exactly what is expected.
Note that if then I remove the allocation to this project (there is a red alert message before validation) I loose visibility of this project.
 

Babynus
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05 May 2025 09:45 - 05 May 2025 09:45 #9 by evinatie
Hello,

Thank you for this feedback.
I tried to take screenshots of the different steps of my process.
I think I'm doing things correctly as you described, but the result isn't what I expected.
I've attached the document with the screenshots.

Thank you in advance for everything. 
 

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Last edit: 05 May 2025 09:45 by evinatie.

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15 May 2025 09:29 #10 by babynus
I see on screenshot (1st screenshot on page 2) that the allocation to the project is not created.
So there was an issue on that side.
=> check log files for errors
=> try and migrate ti V12.1.2, latest stable release

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