Build a new project from an existing schedule in external tools

All new projects should be created in the platform.  It is recommended that the existing schedule or template has been sanitised in the external tool to ensure that it represents organisational policies and procedures and represents a good starting point for all future projects. 


To build a project from an existing schedule or template:

Linking the project to an external execution tool: 

1. Ensure you are in Projects area and click Projects in the Leadership section.
    
2. Ensure you are on the Information grouping tab.
    
3. Click Link a project and select an external execution tool from the available list (e.g. Jira, DevOps, Planner Premium, Microsoft Project). 
    
4.  Search for and select the appropriate external project.
    
5. Once linked, the task assignments from the external execution will display as read-only under the Tasks tab of the project. 
   
   
   Note: Clicking the name of the external project from within Altus will open up the schedule in the external excution tool. The schedule will need to be maintained in the execution external tool and the reporting of these are facilitated in the Altus app through synchronisation, 
    

Removing external tool link but keeping tasks

1. Once all tasks from the external execution tool have synced to your new project, select the link icon to the immediate left of the external tool icon.
    
2. Select the Unlink Project to remove the link.
    
3. Ensure Leave tasks in place is selected.
    
4. Click Accept.
    

Replace external resources with named resources

1. Right mouse-click on the task you need to replace the resource.
    
2. Select Task Information.
    
3. Go to the Resources tab.
    
4. Click + New Resource Assignment.
    
5. Search for and select the new enterprise resource.
    
6. Select the external tool synchronised resource.
    
7. Click Delete Resource Assignment.
   
    

Download Job Aid: Creating a new project