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KIBLKIBL 

Milestone PM - Prepopulate Milestones/Tasks

Is there a way to pull in the same Milestones and/or Tasks for each project?  We want to be able to create a project off of an Opportunity and track the different Milestones for the project.  For example,  the following milestones would be used for every project.  Is there a way to pull those in all the time instead of having to manually create them for each project?

1)  Received Quote and Drawing Request
2) Created Drawing
3) Create Quote
4) Send Drawing & Quote to Customer

ReidCReidC

You could either clone a project template

Or import a project file.

And if with a little extra work you could make this happen on Opportunity Closed-Won.

TriciaGTriciaG

I'd like to import a project template with about 100 tasks.  Is there any documentation that explains the required format for the data in the XML file to be imported?