What is the logic of Clarity PPM when copying tasks from template? Why do the task dates change?
1. Create a template MyTmp with a start 21/06/16 and a finish date of 21/06/18
2. Add a milestone with a start / finish date of 21/06/17
3. Create a project with a start date of 21/06/18 and a finish date of 21/06/20
4. On the Tasks tab of the project, Actions menu, click on Copy Task from Template
5. Select MyTmp project template, select the milestone and click on Copy
6. The milestone date on the target project is 21/06/19
Release: All releases
If creating a project from template, below are some suggestions that can be used dependent on what method works best for your project manager:
1. Use the Scale Work By and Autoschedule option: 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.
0-100 (where zero means no change)
2. Set the template project start/finish dates and related tasks to one day duration and allow the project manager / users 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)