Transfer Phase Filter across projects

Transfer Phase Filter across projects

floretti
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Transfer Phase Filter across projects

floretti
Advocate
Advocate

Does anybody know a way to transfer Phase Filters across projects? If you select Phase Settings under Transfer Project Standards it doesn't work.

 

I know it's easy to recreate them but we have over 1000 projects and all them are ongoing for our retail stores and if all users create the phase filters themselves there will be a million variations of the same filter names, which is something I'm trying to avoid.

 

Also, I did my research prior to posting but it came out empty.

 

Thank you.

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RDAOU
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@floretti wrote:

Does anybody know a way to transfer Phase Filters across projects? If you select Phase Settings under Transfer Project Standards it doesn't work.

 

I know it's easy to recreate them but we have over 1000 projects and all them are ongoing for our retail stores and if all users create the phase filters themselves there will be a million variations of the same filter names, which is something I'm trying to avoid.

 

Also, I did my research prior to posting but it came out empty.

 

Thank you.


 

@floretti 

 

Transfer Project Standards does transfer both Phase Filters and Phase Overrides. Maybe you are missing an update or a hotfix

 

Project_Transfer Phase Settings.gif

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Message 3 of 3

floretti
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That's really odd, I did the exact same test before and it didn't transfer the Phase Filters. I did it again and it transferred. Embarrassing! Anyway, thanks @RDAOU 

 

floretti_0-1738014574415.jpeg

 

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