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Planview Customer Success Center

Projects, Tasks

How do I create a project from a template and prevent allocations appearing on the Staffing screen?

When you create a project from a template, if you copy over the template project's tasks that have role estimates, the role estimates generate the allocations in the Staffing screen. If you want the tasks without the estimates/allocations, you can use the Copy Tasks function after you create the project (don't copy the tasks from the template). Copy Tasks gives you the option of including or not including the estimates.

When I create a project from a template, why are my tasks not respecting the schedule from date in the template?

Check for constraints,

Can I populate a project from a template after I create the project?

Yes. After you create the project, select it and choose Actions > Populate from Template. See Populating an existing project from a template.

I keep getting an error when creating a project from a template - what is wrong?

It is likely the template you are using is invalid because the Project Owner in the template is not active or is terminated. You can resolve this by editing the template you are using to create project and changing the Project Owner/Manager to an Active Full user.

Why can't I enter project expenses for my project?

Ensure that the following criteria are met for a user who is on the team of a project:

  • Project must have an implied status not equal to closed

  • Summary Task must have an implied status not equal to closed

  • Task must have an implied status not equal to closed

  • Task must have a Material Expense estimate

  • Task must be active

  • Material expense estimate must have an implied status not equal to closed

  • Task complete date, if present, must be greater than (later) or equal to today

  • User must be a team member of the task

Tasks

Why can't I import XML-based task plans?

PPM Pro does not accept XML file imports for task plans. To make a round trip, you must export XML, open in MSP, save as MPP, import MPP.  See Importing and Updating Entity Data and Importing/exporting tasks.

How are task dates computed when creating a project from a template?

PPM Pro computes the difference between the Schedule From date on the template and the Schedule From date on the new project (which is manually entered, defaulting to today) then adjust all tasks and allocations by that offset. For example you could have a task that starts one month into the project.  It will still start one month into the new project based on the schedule from date