Professional Services Automation Invocable Action Reference

ActionMilestonesAddFromTemplates

Add milestones from the given template ID.

PropertyValue
LabelAdd Milestones from Template
CategoryTemplating
SinceFall 2021
Read-onlyNo
Supports AgentsNo
Supports FlowsYes
Async ActionYes
Keywordsclone

Request Parameters

FieldTypeLabelDescriptionRequired
TemplateIdIDTemplate IDThe ID of the template project you want to add milestones from.Yes
TargetIdIDTarget IDThe ID of the project you want to add milestones to.Yes
StartDateDateOffset Start DateThe start date you want to offset milestone dates from.No
StartDateOverrideDateStart Date OverrideThe start date to override on milestones.No
TargetDateOverrideDateTarget Date OverrideThe target date to override on milestones.No
MilestoneAmountOverrideDoubleMilestone Amount OverrideThe milestone amount to override on milestones.No
MilestoneAmountMultiplierDoubleMilestone Amount MultiplierApply a multiplier to the milestone amount on each milestone (ignored if a milestone amount override is also supplied).No
PlannedHoursMultiplierDoublePlanned Hours MultiplierApply a multiplier to the planned hours on each milestone.No
DefaultBillRateMultiplierDoubleDefault Bill Rate MultiplierApply a multiplier to the default bill rate on each milestone.No
ApproverOverrideIdApprover OverrideThe approver to override on milestones.No
CopyRisksBooleanCopy RisksSet to false if you do not want to copy any associated risks.No

Response Parameters

This action does not return a response.

© Copyright 2009–2026 Certinia Inc. All rights reserved. Various trademarks held by their respective owners.