Project Insight Project Management Software
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"We're able to maintain timelines in a way we could never do before."
- CIO, Funrise Toy Co.

Templates

  • Save project templates in a template library
  • Create new projects rapidly from templates
  • Purchase templates and methodologies

Project Templates


For many project teams, the projects they work on are similar or follow similar phases. So, being able to create a project template and re-use that template is critical. Project Insight allows you to create and store templates in a separate folder. The benefit of this is that your project managers can get a new project up and running with a few clicks of the mouse. Also, you can import your templates from Microsoft Project.

You can build templates and assign tasks to the same individuals. Or you can build templates with tasks associated with certain resource types or skill sets, then decide who to assign the tasks to later. Project Leaders can simply update the start date of a project and rename the project, and be up and running with just a few mouse clicks.

Project Insight also allows project managers to copy summary tasks and the tasks that pertain to them. So, if you have a phase that is repeatable, you can re-use that object as well.

Project Insight trainers can help your team create good templates as part of the training process, this way, when your training is over, you can have a good 'Template Library' from which to draw.

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Metafuse A Metafuse, Inc. Company

 

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