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Auto Generate Pre-defined Project

I am looking to see if Clarizen can auto generate a project that includes pre-defined tasks, duration and resources based on select criteria that is on a request.  The assigned resource would need to be determined based on capacity and skillset.



Randy Logan

Randall Logan Answered

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I would consult with your CSM on this one. You can use templates to setup project with pre-defined tasks, durations, and resources, but the automatic assignment based on capacity would be tricky. The typical process is for a PM to use placeholders in project templates and then when a project is ready for execution, view all available resources (you can filter by capacity and skillset) and then swap out the resources (Utilities >> Replace Resource, this works throughout the whole project).

Josh Santos 0 votes
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