Thanks again for your training last week, being a seminar last Friday, I only started this morning to prepare the "typical" construction of our project portfolio that I will have to pass on to the Project Managers.
For example on the CMMS project, I proceeded as follows:
1. I inserted 4 "templates" of projects:
Pre-project phase
Preparation phase
Deployment Phase
Post-Deployment Phase
That I copied in internal projects and I declared them "sub-projects" of the project "Automate the Maintenance and Management of premises"
I declared the predecessors and successors to each of the phases:
- Pre-project phase: successor element: "Preparation phase"
- Preparation Phase: Predecessor Element: "Pre-Project Phase" - Sucessor Element "Deployment Phase"
Etc.
2. I have prepared a CMMS resource pool with its members.
I assigned the "CMMS" resource pool to the project "Automate Maintenance and Premises Management"
3. I created activities and assigned them to my resources
The result is as follows: the progress of the project "Automate maintenance and management of premises" with its status, its situation as well as its sub-projects
However I block: I want to recover my 4 project models:
Pre-project phase
Preparation phase
Deployment Phase
Post-Deployment Phase
And assign them to other portfolio projects ... .. but I'm afraid to erase the data I already saved in the previous project.
Can you help me on this subject ??
In advance thank you for your return.
Yours truly
For example on the CMMS project, I proceeded as follows:
1. I inserted 4 "templates" of projects:
Pre-project phase
Preparation phase
Deployment Phase
Post-Deployment Phase
That I copied in internal projects and I declared them "sub-projects" of the project "Automate the Maintenance and Management of premises"
I declared the predecessors and successors to each of the phases:
- Pre-project phase: successor element: "Preparation phase"
- Preparation Phase: Predecessor Element: "Pre-Project Phase" - Sucessor Element "Deployment Phase"
Etc.
2. I have prepared a CMMS resource pool with its members.
I assigned the "CMMS" resource pool to the project "Automate Maintenance and Premises Management"
3. I created activities and assigned them to my resources
The result is as follows: the progress of the project "Automate maintenance and management of premises" with its status, its situation as well as its sub-projects
However I block: I want to recover my 4 project models:
Pre-project phase
Preparation phase
Deployment Phase
Post-Deployment Phase
And assign them to other portfolio projects ... .. but I'm afraid to erase the data I already saved in the previous project.
Can you help me on this subject ??
In advance thank you for your return.
Yours truly