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Is it possible to add a stage in between other stages in a Project template?

Unfortunately it's not possible to add a stage in between 2 other stages or before the first stage in a project template.

In the Project Manager » Admin Tools, project templates are managed. These templates consist of stages and each stage contains 1 or more tasks and 1 or more deliverables. When you would like to have a new stage in between stages or added at the beginning of the project template, the following steps can be taken:

New template based on existing
  • Create a new template based on an existing template.
  • Remove the stages after the stage where the new stage needs to be added
  • Add the new stage and setup tasks, deliverables et cetera.
  • Add the stages with the tasks and deliverables from scratch after this stage.

Completely new template

  • Same as the first option but then all stages, tasks and deliverables will be created from scratch.

Other option: submit a feature request

Another option is to submit a feature request to get SyncForce adjusted so it will become possible to add stages in between other stages in existing project templates. When you as a customer are willing to fund this feature, the feature will get more priority on the feature enhancements list.

Useful report with the full configuration per project template

The report 'BDM_ProjectTemplates configuration' can be configured for the customer to get insight in the full configuration of all project templates. Ask you SyncForce Implementation Partner to setup this report for you.