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Copy milestones between projects

Is there a way to copy milestones and their tasks from one project into multiple projects.

I copied the milestones from the source project and tried to paste them into multiple projects from the project view and got an error message saying "You are not allowed to paste above the first row."

I don't want to have to do this one project at a time as I've got 100 projects to work through.

Brad Stern Answered

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Hello Brad,

I think you could do it this way:

1) Create a milestone template using the milestone you want to copy to multiple projects;

2) Create a scheduled workflow rule to create milestones from this template in relevant projects. Example of the rule:

I hope this helps.

Roland

Roland Pumputis 0 votes
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