Updates to Master sheet automatically updates individual projects

tcroxdale

our company has multiple projects that have the same tasks, durations, and dependencies, but have different start and due dates and different assigned staff. We are creating a master project template that can be used as the starting point for all projects, but we would like a way to make updates to the master project template that will filter to the existing projects. 

Linking doesn't seem to work, because the parent relationships do not flow through and new rows do not get added.

Setting up multiple reports tied to the master project template doesn't seem to work because I can't add unique start and due dates to the report.

Setting up multiple timelines within one master project template doesn't seem to work because I can't create the duration and predecessor column cannot be duplicated and will only work with one set of  start and due date columns.  

Any ideas? 

Andrée Starå

Hi,

Not sure I follow!

but we would like a way to make updates to the master project template that will filter to the existing projects. Linking doesn't seem to work, because the parent relationships do not flow through and new rows do not get added.

What kind of changes do you want to do?

Setting up multiple reports tied to the master project template doesn't seem to work because I can't add unique start and due dates to the report. 

Do you want to filter the report or add dates to the tasks?

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

I hope that helps!

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

 

 

Paul Newcome

I would suggest looking into the Control Center Add-on. It sounds like a perfect fit for exactly what you are trying to do.

tcroxdale

I would like the ability to add rows with new tasks to a master project template which then passes these global updates to all existing project sheets. The control center looks interesting, but it doesn't look like you can add rows. Each project will have its own start dates and due dates, but the task information would be the same for all projects. 

Andrée Starå

I think something could be setup with automated copy of rows maybe or by using a third-party service like Zapier. Is that an option?

Best,

Andrée

Andrée Starå

Did you get it working or do you still need help?

Have a fantastic weekend!

Best,

Andrée