Tips & Tricks

Project Templates (via copy a project)

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- Michael
- Sep 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
- ccowan
- Mar 14th 2011
This could be helpful!
Are weekends / holidays taken into account when the new project task dates are determined?
- Michael
- Mar 14th 2011
When copying a project there is an option to exclude weekends for the tasks and milestones. This doesn't take into account holidays but it will keep due dates off of weekends.
- ccowan
- Mar 16th 2011
Terrific - thank you! I'll try it when the need arises.

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