The Update Projects function allows you to quickly add or modify information into a project template, and then apply that template to existing projects. This will “push” the new information to the projects that you specify. By allowing data to be entered or modified once, this function helps to reduce set up time and ensure cross-project uniformity.
The Update Projects function is available for select modules in Project Templates. The following information can be pushed:
| • | Users: users, group membership, permissions |
| • | Groups: group names, permissions |
| • | Business Processes and BP Setups: Business processes, setups |
| • | User-defined Reports: Reports, report permissions |
| • | Access Control: modules, users, groups, permissions |
| • | Cost Sheet: Cost sheet columns, column access and restrictions |
| • | SOV: General and Payment Applications structure |
| • | Commitment Funding: Commitment funding sheet structure |
| • | Cash Flow: Curve properties and permissions |
| • | Rules: Project cost or fund rules |
| • | Gates Setups: Active or inactive setups |
| • | Schedule Sheet Properties: title, description, Master Schedule, status, auto-control, project start date, and error notification. |
Each project module that can be updated from the template has an Update Project button in the toolbar.
This functionality makes it easy to update information across multiple projects. For example, if you add new users, or group of users, to the company and need to add them to multiple projects, you can add them to a project template, then use the Update Projects functionality to add the users to multiple projects.
Projects with a status of Active or On-Hold can be updated with this functionality. Inactive or View-Only projects cannot. Users with Create permission for the project template modules can do this operation.
Note: You update project information one module at a time. Any Active or On-hold projects can be updated in this way.
General procedure for updating project information
Update business processes and BP setups
Update schedule of values structure
Update commitment funding structure
Update cash flow curve properties and permissions
Update cash flow curve properties (Cash Flow Basic)
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