Tips & Tricks

Project Templates (via copy a project)

1. •  
     CommentAuthorMichael
   • CommentTimeSep 18th 2009 edited @ 09/18/2009 10:33 am

    
   Intervals does not include true project templating but copying a project can be utilized for a very similar purpose.
   
   Copy a Project - (left hand side of project profile page)
   
   
   Copy Confirmation
   
   
   A few notes:
   

   
   
   • The task start dates for the new copied project are based on their reference to the project start date of the previous project. For example, if Task 1 started five days after the project start date...it will also start five days after the start date of the new copied project.
   
   
   • The timestamp for project notes, project documents and project expenses will be the start date of the project
   
   
   • No email alerts go out when the new project is copied. This is done intentionally so that if you want to edit the team, move due dates around, etc. you can