Philippa_Richar - profile

Philippa_Richar · Nov 29, 2018

If I have multiple client projects that use the same structure, is there a way to duplicate or import the starting data so I have all the project tasks and milestones set up for each new client. It is annoying if I have to create everything from scra...

Philippa_Richar · Dec 04, 2018

Your idea of the CSV file makes me wonder if I can do a less automated route. I can still copy and paste things in from a csv file - I’d still need to link manually but wouldn’t have to retype everything.

Philippa_Richar · Dec 04, 2018

Thanks Kamille, However, I maybe wasn’t really clear in my description. I don’t want a database for each new client, I want them all in one base, so I don’t think this method will help. Regards Philippa

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