+2
Under review

In Classic Projects, is there a way to create a project template with the same client, instructions, and reference/terminology/work files?

Adrián Flores 5 months ago in Home Portal / Classic Projects updated 5 months ago 4

We would like to create project templates in which the unchanging aspect were the client, the task instructions, and the reference, terminology or work files.

Can this be done in Classic Project?

Thanks.

Answer

+2
Answer
Under review

Unless you post more requirements and the task becomes more tricky, there are several solutions:

a) create a model Project, categorize it appropriately, keep closed or always open and just Duplicate it case by case.

When duplicating, you still have these options to make the new Project a little different.

b) create a proper Project Template

It would hold the entire structure of LCs and Tasks but upon creating a new Project, you would be able to modify those. 

c) create a client-dedicated Workflow Definition. 

This option would not carry any language combinations or more complex structure, though.

Yes, we are interested in the same thing.  we get lots of identical projects from one client.  It would be nice to have this feature...if we don't already. 

This sounds like an ideal candidate for a Smart Connector. Have you thought about it (you probably have)?

+2
Answer
Under review

Unless you post more requirements and the task becomes more tricky, there are several solutions:

a) create a model Project, categorize it appropriately, keep closed or always open and just Duplicate it case by case.

When duplicating, you still have these options to make the new Project a little different.

b) create a proper Project Template

It would hold the entire structure of LCs and Tasks but upon creating a new Project, you would be able to modify those. 

c) create a client-dedicated Workflow Definition. 

This option would not carry any language combinations or more complex structure, though.

Thank you, Maciej.

I tried the suggested options, but none of them offers a way to have the same documents in the project. They don't propagate from a template or a duplicate (WF definitions do not have this option either).

Can this be done in Smart Projects? What does one have to do to switch from Classic to Smart? We've been wanting to try it for a while, but don't want to have everyone work with a new interface all of the sudden.