Creating projects from template projects is useful if you have repeatable projects, where the details, such as project tasks, milestones, assignments and resource requests are the same or similar. For example, you can add a budget but leave other details the same, or refine the records you want to copy.
Your administrator can edit several field sets to modify the fields that appear on this page. See Field Sets for more information.
Suggested Object Limits in Templates when Creating a ProjectLimits apply to the number of records contained on an object when you use it as a template to create a project. For example, 600 assignment records on an assignment object. When you have combinations of objects in your template, the record limits may be lower. For example, a limit of 400 assignments and 400 resource requests applies. Indicative examples of limits are shown row-by-row in the following table.
This table shows the limits for the number of records within individual objects and combinations of objects when creating a project from a template. Example: If there are only assignments to be copied, there can be 600 assignment records. However, if there are assignments and resource requests, there can be only 400 records for each object.
| Object Type Limits | ||||||
|---|---|---|---|---|---|---|
| Assignments | Resource Requests | Milestones | Project Phases | Project Methodologies | Project Tasks | Project Locations |
| 600 | ||||||
| 1500 | ||||||
| 1800 | ||||||
| 1800 | ||||||
| 1800 | ||||||
| 800 | ||||||
| 1800 | ||||||
| 400 | 400 | |||||
| 300 | 300 | 300 | ||||
| 300 | 300 | 300 | 300 | |||
| 250 | 250 | 250 | 300 | 300 | ||
| 200 | 200 | 200 | 250 | 250 | 250 |
|
You can increase the limit of project-related data, including tasks that you can copy from a template.
Limits are negatively impacted when you increase the value of 'create-project-from-template-default-records-per-page' from its default setting of 5. See
Sorting and Filtering
You can sort and filter to locate and select the template you want to copy. For example, sorting columns.
Sorting and Filtering Exceptions
Exceptions apply when sorting and filtering project templates in the Select Project Template page:
- Only object-level fields are supported for displayed columns.
- Sorting on picklists is defined by the order they are listed in Picklist Value Sets.
- Sorting is not supported on text fields, multiple picklist selections, and encrypted data type fields.
- Filtering is not supported on encrypted data type fields and text fields except for Shield Platform Encryption-supported fields, such as Account Name and Contact Name.