Reply To: Using schedule templates / rolling wave planning

[Larry Christofaro]

The easy button doesn’t exist for that but I’ll start with a question. Do you use timesheets and lock changes to actual work from happening directly on the project? If so you don’t have many options other than copy/paste. If not I might suggest this. Instead of trying to insert/copy the project template, try to copy the planning tasks into the project template. If your resources are the same it might be a lot easier to copy ten tasks then 100’s.

Other options is to do planning in a separate project and combine reporting with a custom field or link the planning project as a sub-project of the main project. No easy button but hope that helps…