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need to duplicate schedule

1.

How can I take an entire schedule and duplicate it or use it as a template for other schedules?

2.

A member lost her password and can’t find support for gaining access.

Kim Pace Answered

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Hi Kim,

  1. Could you clarify by what you mean by schedule? Which module are you referring to?
  2. The member can use the "Forgot my Password" link and have an email reset password sent. Also, the admin can manually reset the password for the user.
Tom Do 0 votes
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Hi Tom

In Projects I have schedule / work plan created for a new Product. I need to create 4 more schedules / work plans using the same milestones, tasks, dependencies, etc. How can I take one Work plan and 'create template' to make other work plans with it as is? Thank you!

Kim Pace 0 votes
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Hi Kim,

To do so, you would need to go to the project that you want to create a template and located the work plan. Then, locate the "Misc" tab and there you can save the work plan as a template. Please refer to the attached file as a reference. This will save all milestones, tasks, etc on your template. It is basically a snapshot. I hope this helps!

Tom Do 0 votes
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