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Currently checklist templates can only be managed at a project level. What if 30 new checklist templates are added to the template project after 50 projects have already been created. All of these jobs need the new checklists. Now someone has to go through painstaking task of importing all 30 templates one by one into all 50 projects. This might take multiple days to complete.
The solution: Give the ability to setup checklist templates through portfolio settings. If a project wants project specific templates they can unlock the setting at the project level like most other project settings.
4
Agreed! Is there a plan to add this feature any time soon?
ProjectSight Team, Whats the status on this? This is a major inefficient process to manage from a Portfolio Level to each project and MUST be prioritized by your team please!
This feature would be very useful.
Please do this! A majority of the time we want all the same checklist options on all projects within a portfolio. Rarely when we want a specific checklist for a specific project, we will add it on the project level.
Its really sad Trimble hasn't made this change yet. This is a no brainer!!!
YES!!!!!!
Highly agree, and needs to be implemented as soon as possible.