Since you have to create a template from a project, we have certain projects that we use to only maintain our templates. Unfortunately, these keep showing up in our reports of the project-types that they are used to create.
I noticed a field called "Template" in the project details, but could not edit it. (Not sure how this is used). So, I created a Is Template toggle field to isolate these.
The only problem is that each project that is created from these templates also has this toggle switch set to "True."
So, what criteria (besides the name) can I use to filter these out of my reports?
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Hi Peter, we do the same thing... We just put all our*template* projects under another project we call template portfolio. In all our reports we filter Project.Parent <> Template Portfolio. Hope this helps. -Mel
That's a great idea! Thanks Mel.