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ProjeQtOr free project management software - Project Template - ProjeQtOr

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Project Template

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05 Fév 2015 16:28 #1 by dem
Project Template was created by dem
Hello,

I am trying to use this fabulous tool, also for my campaigns.

So, the idea is to do a campaign template with main/sub, activities & milestones.
As you can see on my screenshot.



I have one Project (Campaign Template)
Many Main Activities with sub activities and milestones.

I would like to only insert days (on the duration field) on all my sub activities. And a start date on the entire Project (Campaign Template). So this become a block and by accumulating the days inserted I will get a end date.

My objective is to simplify the parameters of each activities, milestones etc…
Because, the information become redundant at some point.

I tried to play with predecessor/successor/linked element, but without any success.

In the case, I can do this template, I will only need to duplicate the entire project, rename it and change the start date.

It will be awesome!!! :)

Ps: When I copy anything, I have “origin” fulfill with the ex name, are there any repercussion on the rest or is it just for information?

Thank you for your help,
Sincerely
Dem
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05 Fév 2015 19:54 #2 by babynus
Replied by babynus on topic Project Template
Hi,

You're almost( where you want. :)

1) Just set planning mode to "fixed duration" for all activities (this can be done through mutiple update mode) and define duration.
2) Define a milestone with mode "fixed milstone", define date for this milstone and set it as predecessor of first(s) task(s).
3) Run planning : you're there ! B)

Another hint : when your template project is OK, define its type to "Template". This way : it will not be visible any more in the planning (as it is not a real project) and it will become visible to all project managers that will be able to copy it. :woohoo:

As you guessed it, Origin is only an informative data, without any efect on the planning.
You can avoid adding Origin, just unchecking corresponding checkbox when copying ;)

Babynus
Administrator of ProjeQtOr web site
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09 Fév 2015 10:41 #3 by dem
Replied by dem on topic Project Template
Hi babynus,

Thank you a lot, I will immediately try this.
Regarding the template mode, I deleted all "projects types" and I kept only "OPE" code.

Now I am trying to re-create a type "TMP" but even as an admin I can't anymore. (gray field)
I would like also to try to manage my project with "ADM" type, which sound a lot easier regarding resource assignments.
(because, this function still a bit foggy for me)

Thank you really much for your help.

Sincerely,
Dem
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09 Fév 2015 13:40 #4 by babynus
Replied by babynus on topic Project Template

I deleted all "projects types" and I kept only "OPE" code

How did you do that ? :silly:
Projets Types "TMP" and "ADM" cannot be deleted :whistle:

Now I am trying to re-create a type "TMP" but even as an admin I can't anymore.

If you directly updated Database, you'll have ot do the same : insert newlines directly in Database (or insert new one with other code, and change code in database afterwards)

Babynus
Administrator of ProjeQtOr web site
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10 Fév 2015 09:31 - 10 Fév 2015 10:58 #5 by dem
Replied by dem on topic Project Template
Hello,

I didn't do anything into the database, I deleted them from the web-interface. I am really sure of that.
By the way, what is the table name for "Projects types". :cheer:

So, if I understood well. In order to have resources planning generated without waiting for the project manager to define the real work affectation.
I should use the "ADM" type?

Thank you a lot again and again :)

ps: Do you have a documentation about the database, i am not a technical guy and for me it is hard to find where are things.

Gday
Last edit: 10 Fév 2015 10:58 by dem.
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10 Fév 2015 14:39 #6 by babynus
Replied by babynus on topic Project Template

By the way, what is the table name for "Projects types".

table is type, with scope='project'

So, if I understood well. In order to have resources planning generated without waiting for the project manager to define the real work affectation.
I should use the "ADM" type?

Yes, any type with code ADM will do the job.

ps: Do you have a documentation about the database, i am not a technical guy and for me it is hard to find where are things.

No, sorry, there are no technical docs.

Babynus
Administrator of ProjeQtOr web site
The topic has been locked.
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