Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

Copy Task Template

User has a Task Template for Percent Complete with Resource, Item and Expense all true. You want Percent Complete for Resources only. You copy the template with all, edit it for Resources only and save with a new name.

  • Guest
  • Jan 14 2021
  • Will not implement
Business Impact

Currently a new Task Template has to be done manually "from scratch." It takes a lot of time to do all of the various data entries and user will most likely have to have a list of the Task Numbers and Descriptions, in use, in order to maintain consistency.

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