Duplicate Milestone Feature | Ideas

Duplicate Milestone Feature

Justin Black

It would be nice to copy the Scope Milestone list from one milestone to another. Especially for multi-tender projects which we're using Groups to represent tender phases.

Mark Doyle

I have a similar issue, I want to duplicate the scope since my project has 3 buildings with similar scope.

Clive Jordan

Justin Black thanks for sharing - couple of questions: 
1) do all Groups (A, B and C) have the exact same set of requirements for all Milestones (an exact copy?) - or will you adjust the requirements before moving to Contract? and/or managing the work in Schedule/Track/Verify? 
2) does each Group have different teams assigned to the Scope Tasks? 
3) how are you working with external teams - adding directly to Plannerly for collaboration or using the PDF export as the communication? 
4) would you be willing to share more about your usecase on a quick meeting with one of our product team?
Thanks so much!! :)

Justin Black

Clive Jordan: 
1) In our case, yes. All Groups would have the same set of requirements for all Milestones. The way I would envision it would be a simple Duplicate option on the Group Tab. Then the new one could be modified to suit.
2) The teams would be the same. 
3) Our whole project team is added to Plannerly so it's a collaborative effort. We wouldn't duplicate the Group until everyone had agreed on the scope and responsibility. Then once the group was duplicated, we would simply adjust the dates for the new tender to suit.
4) Let me know if that doesn't make sense. I could join you for a meeting.
Thanks

Clive Jordan

Hi Justin Black we have this copy/paste feature in development https://ideas.plannerly.com/ideas/p/scope-tile-copy-paste 
Maybe this would help too? 
Can you share a little more on the use case where you are duplicating Milestones?

Justin Black

Clive Jordan: Our project is split into multiple Tenders. We've shown them as Group A,B and C in the image. Under that, we've got our milestones and LODs for each milestone. I'd like the ability to duplicate all the milestones and LODs from Group A to Group B and then I would simply adjust the dates for the milestones to suit the new tender. Hope that makes sense.

Photo Viewer

Photo Viewer