Adjust Activities Using an Activity Template

An activity library template is a template for an activity you want to create or import. These templates contain all information about an activity, from its appearance to how it is used in calculations. All of these properties are included whenever you create an activity.

Use the Adjust to Template dialog to update existing activities based on template changes you have made or use the Modify Template for this Import dialog to import activities based on an activity template. The two dialogs have the same options, but your selections are remembered for each independently based on whether you are updating or importing activities.

Ways to Access

• In the Tilos Explorer, expand Library > Activity Libraries > Activity Templates. Right-click an activity template and select Adjust Activity to Activity Template.

• To open the Adjust To Template dialog, click Confirm on the Activity Template tab.

• Select File > Import. In the Import Wizard - Step 3 page, click the Modify Template for this Import button.

Options

You can set options and add filters so that:

• all assigned activities are updated based on the specified activity template

• a new template is selected for one or more activities (?)

With the settings, you can also opt to:

• Prevent updates to 100%/progressed activities. 

• Prevent updates to activities in an activity group library so that subprojects containing activity groups are not updated.

• Add a filter so that only the filtered activities are updated.

You have control over which Display, Detail, Annotation, Resource and Category Assignment, Calculation, and Progress values are copied from an activity template to one or more activities.

Note: If you make changes to activities based on a template using the steps below, and then decide to revert those changes, you have two options:

• Undo - Use this if there are just a few changes you made just recently.

• Adjust All Assigned Activities - In the Explorer, select the activity template you want to use, make any desired changes to its properties, select the Activity Template tab, and click the Adjust All Assigned Activities button to update the related activities based on the template changes you made.

Settings for updating existing activities

Use these settings to define which information related to an activity template is subsequently transferred to existing activities. You  have control over which of these values are copied from the activity template to an activity:

Note: To reset all of the selections ("start fresh"), click the Default button at the bottom of the dialog.

Note: These settings persist per project (they are remembered are stay consistent when you reuse the function within the same project).

• Resource assignments - Copy values from the activity template's Allocations (planned) tab, including costs and resources. 

  • Add/Replace - Add or overwrite the resource assignments in existing activities. In previous versions, resource assignments were just replaced.

• Category assignments - Copy values from the activity template's Categories & Structure tab, including Group, Path, Description Path, and Import Action. 

  • Add/Replace - Add or overwrite the category assignments in existing activities. In previous versions, category assignments were just replaced.

• Calculation data - Copy values from the activity template's Calculation tab. Choose specific values by checking boxes in the Transfer Calculation Information dialog (see Attributes below).

  • Attributes - Define the specific details to copy to activities, including Calculated, Quantity, Planned work rate, and Quantity factor.

Note: Quantity factor is not imported in text import; The value quantity factor is not imported into the activity. Do not use this to update calculation data from a template.

• Progress settings - Copy values from the activity template's Progress tab. Choose specific values by checking boxes in the Transfer Progress Information dialog (see Attributes below).

  • Attributes - Define the specific details to copy to activities, including Progress method, Assign activity quantity, and Total progress value.

To prevent the settings from overwriting multiple selected activities in real subprojects, as well as activities in activity groups, you can choose:

• Do not update activity group - Exclude activities in an activity groups library; when enabled, subprojects containing activity groups are not updated.

• Do not update progressed activities - Exclude 100%/progressed activities. 

• Filter - Select a filter to update only the filtered activities.

Additional settings for updating activities upon import

These additional options appear when you choose to update imported activities using an activity template:

• Data exchange - When importing from Text, Microsoft Project, or Primavera P6, click Adjust activities from template settings. The settings shown above appear, giving you more control over how template data is copied from the template during import.

• Update from an activity object - If an activity template is updated in an activity or if Adjust All Assigned Activities is used, many fields can be updated in the activity according to the current setting in the activity template library. In some categories, some fields from the library are not updated. (e.g., Quantity unit, Time unit, Quantity factor on the Calculation tab, Start at on the Details tab, and more).

• Update from a library object (activity template) - When updating options from the library element, the function currently updates ALL activities that are assigned to this library in the entire project. This includes baseline activities, progressed activities, activities in activity groups, and activities in all subprojects. 

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Further information

Activity Display

Activities annotation

Text tokens

Categories