Convert Existing Project Plan (Cardwall) Into a Project Template

After we have already started working on a project, or even once it is completed, is it then possible to take that work and clone the data into a Project Template Plan, without needing to manually re-enter all of the data?

Example: We are getting ready to build a project in TDX with about 100 tasks, and about 1000 sub-tasks if we include those. Most of this work is more "our process" and is highly likely to be repeated, in fact we have about 8 sites that will need the exact same steps completed.

Really hoping that there is a way to accomplish this. If not, I guess that means that we just need to build the template first and then add it to the corresponding projects.

Thanks,

Dan

Asked by Dan Bennett on Mon 6/5/23 5:39 PM
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Answer (1)

This answer has been marked as the accepted answer
Mark Sayers Tue 6/6/23 10:00 AM

Hello Dan,

You can't turn a project into a plan template, nor unfortunately can you export a cardwall plan currently to put it into a project template.

You *can* export a Waterfall type plan though, but I recommend working on the template first rather than beginning on a project since a template can be applied to a project at any point.

Sincerely,
Mark Sayers
Sr Support Consultant, CS

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