Project and Checklist templates - Copy

[Former Member]

Hi,

We are on PPM5.0.

Is it possible to copy project and/or checklist templates from one client/system to another? We are not carrying out any client or system copy.

We have a significant number of projects and checklist templates in a training client. These templates are now required to be created in the Quality client (another system). Creating them all over again would be a big effort and we are looking at ways (direct or indirect) of copying the existing templates into the new client/system.

Please advise.

Thanks.

[Former Member]

Create a project using the template. Export the project as an XML. Import the project in another client/system. Create template using this imported project.

[Former Member]

XML export/import works.

[Former Member]

XML export/import works.

[Former Member]

Hi Deepak,

Have you considered exporting to MS Project and Importing into QA client? Disadvantages are you will need to do this for each project and when importing you will have first import (as a simulation) into an operational project and then create a template out of the operational project.

PPM5.0 also has a data import utility (tcode DPR_DX_PROJECT), however, exporting the data into a spreadsheet may be a challenge.

Regards,

Lashan