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ProjeQtOr free project management software - Beginning this ProjeQtor - ProjeQtOr

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Beginning this ProjeQtor

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12 Nov 2018 12:45 #1 by CRAMIF_PMO
Thanks again for your training last week, being a seminar last Friday, I only started this morning to prepare the "typical" construction of our project portfolio that I will have to pass on to the Project Managers.

For example on the CMMS project, I proceeded as follows:

1. I inserted 4 "templates" of projects:
Pre-project phase
Preparation phase
Deployment Phase
Post-Deployment Phase
That I copied in internal projects and I declared them "sub-projects" of the project "Automate the Maintenance and Management of premises"

I declared the predecessors and successors to each of the phases:
- Pre-project phase: successor element: "Preparation phase"
- Preparation Phase: Predecessor Element: "Pre-Project Phase" - Sucessor Element "Deployment Phase"
Etc.

2. I have prepared a CMMS resource pool with its members.

I assigned the "CMMS" resource pool to the project "Automate Maintenance and Premises Management"


3. I created activities and assigned them to my resources

The result is as follows: the progress of the project "Automate maintenance and management of premises" with its status, its situation as well as its sub-projects

However I block: I want to recover my 4 project models:
Pre-project phase
Preparation phase
Deployment Phase
Post-Deployment Phase

And assign them to other portfolio projects ... .. but I'm afraid to erase the data I already saved in the previous project.
Can you help me on this subject ??
In advance thank you for your return.
Yours truly
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12 Nov 2018 14:07 #2 by babynus
Replied by babynus on topic Beginning this ProjeQtor
If my understanding is correct, you have temples as
#1 Pre-project phase
#2 Preparation phase
#3 Deployment Phase
#4 Post-Deployment Phase
(exemples of ids)

You copied them and then have
#5 Pre-project phase
#6 Preparation phase
#7 Deployment Phase
#8 Post-Deployment Phase
and you made changes on these 4 projects.

Now you want to create new projets.
You can again copy #1, #2, #3, #4 into new projets (#9, #10, #11, #12) : this will not impact your first copies #5, #6, #7, #8

Babynus
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