Project Templates

Table of Contents

    Description

    With Project Templates you can use existing projects as templates to create new projects. You can set projects inactive to prevent users from seeing these template projects and making accidental changes. We went one step further and allow you to use existing completed projects with ability to set due dates to one year ahead. So new or old, you can use any project as a template.

    This add-on is part of Freedcamp Business plan.

    We have manually done project replication and learned about all the different situations our users have, so we've focused on ensuring the product will suit your needs. We simply automated the process. Now you have access to a simple 3 step wizard where some options may pop-up depending on your selections.

    How to use

    You can access it from Manage ProjectsDashboard or Widgets page. Project Group Administrators in your account have access to this module and will be able to use it within your account.

    On step one - you select a project to copy from and type the new project name. You also select what applications will go into the new project. Often you do not want to drag Discussions or Time Tracking entries and if you use Freedcamp we assume that you know that each project can have very own set of applications. If you selected an application where a project you are copying has due dates we let you know.

    On step two - you can either remove all due dates or keep them. We also allow you to shift forward all due dates relatively to the earliest due date in your original/template project.

    We have also added an ability to plan backward from the latest due date in a source project.

    On step three - you select if you want to keep team assigned or remove everyone and whether or not you want to make the new project available or keep it as inactive after it will be created.

    Because an original project can have a lot of files we decided not to leave you waiting in front of the screen for a new project to be created but to send you an email with a link to a new project instead.

    Give it a go and let us know what you think.

    Project Group Administrators

    If you make User A a project group admin in project groups X and Y they can duplicate projects from X to X from Y to Y, from Y to X and from X to Y. They can not 'hijack' a project and copy from X to Z belonging to User A or any other user.  

    Basically, they can duplicate projects in your main account only space and between project groups where they are set as a group admin.