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  #1  
Old 03-31-2015, 07:46 AM
BobbyG BobbyG is offline Create scope-specific plans from Master Template Windows 7 32bit Create scope-specific plans from Master Template Office 2010 32bit
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Create scope-specific plans from Master Template
 
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Default Create scope-specific plans from Master Template

Hi all.....I'd like to explore the possibility of creating (smaller) standalone Project Plans from a Master Template.



For example the Master Template would contain all products available to the client and their associated tasks. I'd then like to create individual client-specific Project Plans based on the products in scope, rather than starting from scratch/simply copy/pasting each time.

Could this concept work?
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Old 03-31-2015, 05:25 PM
JulieS JulieS is offline Create scope-specific plans from Master Template Windows 7 64bit Create scope-specific plans from Master Template Office 2013
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You can certainly create a template that contains all tasks. Then create a new file based upon the template and delete tasks you do not need. Fine concept and no problems.

You can save any project file as a template by just changing the file type to Template on Save.
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Old 04-08-2015, 03:17 AM
BobbyG BobbyG is offline Create scope-specific plans from Master Template Windows 7 32bit Create scope-specific plans from Master Template Office 2010 32bit
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Of course, templates! I've recently started using these in Excel too

Appreciate your help, thanks....I may have further questions once I've drawn up the Master Project Plan!
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Old 04-08-2015, 06:15 AM
JulieS JulieS is offline Create scope-specific plans from Master Template Windows 7 64bit Create scope-specific plans from Master Template Office 2013
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Feel free to post back with further questions. Post to a new thread so it "floats" to the top.
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