AnsweredAssumed Answered

Copy template WBS into project via process

Question asked by ClareLeonard76040337 on Feb 28, 2017
Latest reply on Jan 18, 2018 by Tim1302647

Hi,
I am creating a "project kick-off master process" based on the project object that automates several administrative steps that are taken each time a project is kicked off:
1 - Updating Work Status to Active

2 - Populating the project plan with our standard tasks which reside in a template ("Template A")
3 - Updating Stage
4 - Taking a baseline

I'm trigging to figure out how to accomplish #2. In order to make the "Copy WBS from template" system action available, I need to associate the process with Template A. However, doing that seems to mean that my process can only run on the Template A record (rather than copying from the template to a project). Logically I can't see a good reason why it would be designed that way, but I also can't get it to work, so I might be missing something.

 

Any ideas?

Thanks,
Clare

Outcomes