What is the logic of Clarity when copying tasks from template? Why do the task dates change?
Release: All releases
Component: Project Management
When copying tasks from a template, Clarity checks the project template start date and the task start date. It looks into the template project start and task start date interval, in the above example the difference between the project start date and the task start date is a year gap/duration interval.
It then looks into the target project start date and creates the tasks by respecting the gap/duration interval of the template (so if the task being copied started 2 months after the template finish date and was 3 months long, then the same would be reflected in the project being created, where the task would start 2 months after the project start date, and would have a duration of 3 months).
If creating a project from template, below are some suggestions that can be used dependent on what method works best for your project manager:
If you are using a template that is 1 year duration, but want the project it's created from (and it's tasks) to reflect a 6 month duration, the one option would be to use the Scale by Work feature when creating the project from template, and then use the Clarity Gantt Autoschedule feature (unchecking resource constraints) to adjust dates. It's recommended to use Autoschedule with Options to create a tentative schedule so dates can be reviewed first to ensure Autoscheduling handles tasks in the preferred manner. See more details on the Scale Work By feature in the documentation at Create Projects from Project Templates, excerpt below:
Scale Work By:
Defines the percentage by which the work estimate on each task is required to be increased or decreased for the new project. The scaling is relative to the template.
Values: 0-100 (where zero means no change)
Using this method you can allow the project manager / user to drive dates depending on factors such as dependencies, time tracking, allocation, ETCs
To update an existing template to use this method if there are no dependencies / constraints on the project (or to an update an existing project)