Editing Project templates

In my company, we are using a lots of Project templates customized to the various needs of our clients + certain file types.
For each client, we use from 2 to 10 different project templates, with diverse settings. This is in order to simplify the job of our PM who then don't have to customize the settings for each and every job, and rather use the appropriate template.

But this brings another issue: with any new updates, and even more when we change Studio versions, we sometimes have to update all the project templates (and we use hundreds of these!), since they sometimes don't work properly with the new version in some cases. Is there any simple way, or an application that would help us to update the project template easily, and apply the changes to all our project templates? I search for an app doing this in the app store, and didn't find any...

 

Thank you!

  • So I have to manually re-create all project templates?

    That would be my advice.

    Creating a project with the old ones and saving that as project template at the end of the new project wizard will not do the job.

    I'm pretty sure that this is what you are exposing yourself to:

    1. create a project in 2021 with templates from 2019

    2. you now have a project that is potentially based on the following:
      - older versions of the filetypes
      - missing features
      - underlying logic used in the software that is looking for something only available in a new template

    3. when you create a new template from the settings in that project you will be continuing to replicate the old settings

    For some projects you may be just fine and might not even realise the difference until you come across a bug that was resolved in the new version, or a setting that you think should be available to you but it's not.

    Can I export settings (file types, regex, validation settings etc.) and re-import them into the new project template?

    This all depends, but on the whole I would say this is all possible.  If you do come across a problem with this approach then please report them.  Missing filetypes from one version to other would be a case where this probably won't work for example.

    This is my experience with this, and we do quite often see problems that are caused as a result of users doing just this.  So my recommendation would be to always recreate the templates.  I would also import settings as you suggest, but I would not attempt to reuse templates from older versions in the new ones.

    Paul Filkin | RWS Group

    ________________________
    Design your own training!

    You've done the courses and still need to go a little further, or still not clear? 
    Tell us what you need in our Community Solutions Hub

  • Hi

    Is this still true today or has anything changed in the meantime, now that we are on Studio 2021?
    Many LSPs have a lot of project templates and recreating them all manually every time a new version of Studio comes out is a big and tedious task.

    Is there really no way to automate this process?

    What about opening the existing template in the new version of Studio and (1) adding missing and new filetypes (link on top) and (2) resetting the settings. This would reset the personalized filetype settings to default values but at least use the new version of the filetypes.
    What else apart from the filetype settings could be incompatible in the new project template?

    Any idea on how to ease this migration task in the future is welcome.

    Walter

  • Is there really no way to automate this process?

    To do this properly and avoid problems then no.  It's something that should be addressed by development to upgrade project templates as part of a routine in Studio.

    What about opening the existing template in the new version of Studio and (1) adding missing and new filetypes (link on top) and (2) resetting the settings. This would reset the personalized filetype settings to default values but at least use the new version of the filetypes.

    Sure... you can do this.

    What else apart from the filetype settings could be incompatible in the new project template?

    Just take a look in the Project Settings and then think about every bug that gets fixed, or enhancement, that could result in something different in here.  It may be that your suggestion would be just fine and I'm pretty sure many users do this.  But sometimes something they do caches up with them and a recreation of the template is the only resolution.

    So until we have a proper process for upgrading project templates automatically and correctly I will always recommend recreation.

    Paul Filkin | RWS Group

    ________________________
    Design your own training!

    You've done the courses and still need to go a little further, or still not clear? 
    Tell us what you need in our Community Solutions Hub

  • Thanks Paul.

    So we still hope someone will adress this issue and come up with an automated solution.