SOLVED

Subprojects created from template show up as the template file name when added to the master?

Copper Contributor

Hi all, probably another simple question, but haven't been able to find an answer anywhere else...

 

I created a template file for a recurring project type and using that template, created 3 individual project files. When I add them as subprojects to the master file, the values under the task name column for the project summaries are all the file name of my original template... I can go in and rename them, but I was hoping there was a setting or something where I could exclude the summary task at that level or switch it to display the file name of the subproject I'm adding rather than the original template. See below for a bit more clarity...

Joe1250_1-1699308532747.png

 

Any advice would be very much appreciated!

 

Thanks, 

Joe

6 Replies

You just need to change the Task name of ID 0 in file Sampling Template.
Thanks,
HK

@Joe1250,

The file name and and Title of the file are two different things. When a project is created, the file name and the Title are the same (i.e. "Project X"). When a user saves a Project file under a new name, that becomes the file name but the Title remains as it was (e.g. "Project X").

 

The file's Title is the same as the task name shown for the Project Summary Task (ID 0). When a subproject is inserted into a master, it is inserted and identified by it's Title.

2023-11-06_18-25-45.png

When you create each file from your template, display the Project Summary Task and then change it to whatever you would like and that's how it will appear in your master. Note, the Title does NOT need to be the same as the saved file name although if they are different it can become very confusing.

 

Hope this helps.

John

Thanks @John-project and @ineeju,  So the project summary task in my Template (row 1) is generically called "Project Common Name".

 

Joe1250_0-1699367564004.png

 

When I create a new project from the template, I change this to something specific to the project I'm creating, like this;

 

Joe1250_1-1699367677642.png

 

And when I insert this project into my master project, the project summary task is labeled "Summary Template", as previously noted. Based on both of your comments, I would have expected the newly inserted sub-project summary task to display as the task name of WBS 1 for the sub-project, in the example above that would be "Sampling - District of Saanich...", am I misunderstanding something?

 

Thanks,

Joe

 

best response confirmed by Joe1250 (Copper Contributor)
Solution

@Joe1250 

Row 1 (ID 1) is NOT the Project Summary Task. As I noted, and showed in my screen shot, the Project Summary Task is ID 0. While in the Gantt Chart view, go to, Gantt Chart Format > Show/Hide group > "Project Summary Task".

2023-11-07_08-38-38.png

Once you have that set to the name you want in each subproject, that name will appear at the subproject summary line insertion point in the master.

 

This is a screen shot of a subproject I have. Note the file name is different than the Title (Project Summary Task).

2023-11-07_08-48-36.png

This is what that subproject looks like in my master file.

2023-11-07_08-52-24.png

Does that clarify it for you?

John

Thanks @John-project, yes that clears it up, couldn't figure out how to get to line 0 :)

Joe,
You're more than welcome and thanks for the feedback.
John
1 best response

Accepted Solutions
best response confirmed by Joe1250 (Copper Contributor)
Solution

@Joe1250 

Row 1 (ID 1) is NOT the Project Summary Task. As I noted, and showed in my screen shot, the Project Summary Task is ID 0. While in the Gantt Chart view, go to, Gantt Chart Format > Show/Hide group > "Project Summary Task".

2023-11-07_08-38-38.png

Once you have that set to the name you want in each subproject, that name will appear at the subproject summary line insertion point in the master.

 

This is a screen shot of a subproject I have. Note the file name is different than the Title (Project Summary Task).

2023-11-07_08-48-36.png

This is what that subproject looks like in my master file.

2023-11-07_08-52-24.png

Does that clarify it for you?

John

View solution in original post