It's difficult to select the right template because it's cut off in the
convert to project feature. The team has been converting without a
template and then attaching after because they can search better by
typing the name of the template.We use naming conventions to streamline
work and know which t...
I've been asked if there is a way to assign users to roles automatically
when a template is selected to be attached to a project. I.e. can the
project owner attaching the template automatically be allocated their
relevant role? Or, while following the process to attach a template,
could roles be ass...
I am configuring WF for an international NPD team. They have project
managers that work in specific areas of the business (i.e. Lighting vs.
Wiring). It would be great if the Portfolio or Program manager could
start a project from a template with a specific PM Role Defined, and
then have it provide ...
We often have projects where specific tasks in the workflow are not
always needed or we may discovered they are needed half-way through a
project. In these cases, we would like the ability to have pre-set steps
in our Workflow template that would only be activated when needed. For
instance, we somet...
We'd like the ability to add/customize the sections in our project
templates, then have those sections carry over to the projects that are
created from the template. My understanding is this is not an option in
NWE currently. (The sections can be added, but do not carry over to the
resulting project...
Currently, we can only retrieve deleted Projects, Tasks, Issues,
Documents, and Templates from the recycle bin. Sometimes, Template Tasks
are deleted by mistake and also need to be restored. Because this is not
an option in the recycle bin, however, we have to rebuild these from
scratch if they are ...
Right now, any template that is created for a project shows up under the
new project "Project+" button in the project object, but this idea is to
allow the creation of project level templates that would not be used for
initial project creation, but will show up in the "Attach Template"
search bar on...
As part of the project template, it would be nice to have the ability to
set a prefix or suffix for a project name. This would make it easier to
find, organize, and identify projects. While this field will be
optional, it would give System Admins more flexibility and control on
the templates.
When you attach a new template to an existing project it makes the
changes as one would expect but there is no record of this occurring. I
would consider this a bit of a security issue and so do a number of
teams I work with.An update should be made to track any changes.
Reporting wise and in the lo...