Creating a Project from a Template

1. Scroll to Projects on the Region, Practice, Group or Account that you want to associate with the project.
2. Click Create Project From Template.
   Current Object Limits in Templates when Creating a Project

   When creating a project by using a template, there are limits to the number of objects the template can contain.

   Object	Number in the template
   Assignments	400
   Resource Requests	800
   Milestones	800
   Project Phases	800
   Project Locations	800
   Project Methodologies	800
   Project Tasks	750
   Resource Requests & Assignments	200 & 200 respectively
   Resource Requests & Assignments & Milestones	200 & 200 & 400 respectively
   Resource Requests & Assignments & Milestones & Project Phases	200 & 200 & 300 & 300 respectively
   Resource Requests & Assignments & Milestones & Project Phases & Project Methodologies	200 & 200 & 200 & 300 & 300 respectively
   Resource Requests & Assignments & Milestones & Project Phases & Project Methodologies & Project Tasks	200 & 200 & 200 & 200 & 200 & 200 respectively

3. Select the template that you want and click Select.
4. Complete the fields described in "Create Project from Template Fields".
5. Click Create.

© 2009-2015 FinancialForce.com, inc All rights reserved. FinancialForce and FinancialForce.com are registered trademarks, and the FinancialForce.com logo is a trademark. Other product names appearing herein may be trademarks.
This document contains proprietary information of FinancialForce.com, inc and its licensors, and is subject to change without notice.