Reporting on Project Templates

Question

Question on reporting on Project Templates. I am trying to create a report that shows Project Template types used so we can track the numbers on Projects types. I just set this up with more template types so we can track the numbers for 2019. If I want to change the template type on a project that was converted using a different template what is the best way to do this? It appears that if I simply attach a new template and delete the tasks of the old template the new attached template isn't showing up on my report. Right now I have a report that is a Project Report, filtering by: Template ID Equals = "All Template IDs I want to see". The Projects with the new attached templates are still showing as the original template tey were converted to projects as. How do I get the new template to show instead of the original? thanks Tim Tim Vasilovic Turner Broadcasting System, Inc.

Doug_Den_Hoed__AtAppStore · Answer

Hi Tim, Although you can attach multiple Templates to a Project, there is only one TemplateID field on the Project in the database. It records whichever TemplateID is attached first, and I do not know of a way to overwrite that through the user interface. Given that, you might consider creating a Task report, and show (in the view), and/or Group By, and/or Filter For the task.templateTask.template.name, essentially reading "up" to the original Template behind each Task on the Project (where applicable) to then visualize the Tasks Template origins. Regards, Doug Doug Den Hoed - AtAppStore Got Skills? Lend a hand! https://community.workfront.com/participate/unanswered-threads

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