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Creating a Project from a Template

You can quickly create projects from your templates if you have repeatable projects. You can do this when the details required for a new project are very similar to those of another project and its related items, such as assignment and resource request records. For instance, you can easily insert a budget when you create a project from a template and also refine the records you want to copy.

There are two editions of Create Project From Template. These are the Classic and the Extended editions. Your administrator can set a configuration option to decide which edition is used in your org. See use-extended-create-project-from-template-edition. The Create Project From Template button and link opens either edition.

Note:

Note

Fields are grouped in sections or by tabs depending on the edition of Create Project From Template you're using. Depending on configuration, records on tabs or in sections may all be already selected by default.

Suggested Object Limits in Templates when Creating a Project

Limits 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:

Extended and Classic Edition Object Type Limits Shown By Row
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

For both editions, you can increase the limit of project-related data including tasks that you can copy from a template. To do this, add Copy Child Records from Template Async to the Create Project From Opp And Template Project Columns field set. Additionally, after creating projects, you can split out tasks into additional templates and add then tasks from these templates.

Limits in the extended edition are negatively impacted when you increase the value of 'create-project-from-template-default-records-per-page' from its default setting of 5. See create-project-from-template-default-records-per-page for more information.

Extended Edition

This edition provides better template selection functionality than the classic edition. For instance, improved filtering and sorting to locate and select the template you want to copy. You can sort columns in this edition to assist you in finding the template you want. The functionality to select records you want to copy is also better in this edition.

Sorting and Filtering Exceptions

Exceptions apply when sorting and filtering project templates in the Select Project Template page of the extended edition:

• 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.

To Create 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 the Create Project From Template button.
3. [Optional] Click the Create Project From Template PSE link on the Home page.
4. [Optional] In the Filter section, refine the list. Type in the Type to filter box and click Filter.
5. Select the template that you want.
6. Click Select to refine the project template.
7. Complete the fields in the tabs shown as described in Create Project from Template Fields. Only those tabs that contain records are shown.
8. [Optional] On tabs, you can sort records in read-only columns by ascending or descending order to locate and select the items you need.
9. [Optional] Select or deselect the records in the tabs that you want to copy to the project so that you don't have to do any amendments after you've created the project.
10. Click Create.

Classic Edition

This is the classic Create Project From Template edition.

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

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