Adding Records from Template Fields

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Fields

The following fields are available.

Field	Description
Search	Search for a project or project template using two or more characters that appear anywhere in the project name. Up to 100 are listed and are controlled by project sharing settings.

Buttons

The following buttons are available.

Button	Description	Default
or	Displays the following views: Cards: Shows the projects and project templates returned by your search in cards. List: Shows the projects and project templates returned by your search in a list.	Cards
	Filters the projects and project templates returned by your search. Click to open and close the Filter panel. Your filter selections are retained between browser sessions. For more information on the filter criteria available, see Filter Fields.	—

Button

Description

Default

Displays the following views:

Cards: Shows the projects and project templates returned by your search in cards.
List: Shows the projects and project templates returned by your search in a list.

Cards

Filters the projects and project templates returned by your search. Click to open and close the Filter panel. Your filter selections are retained between browser sessions.

For more information on the filter criteria available, see Filter Fields.

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Filter Fields

The following fields are available. You must click Apply after selecting the filter criteria.

Key: Descriptions of checkbox settings describe the selected (true) case.

Field	Description	Default
Group	Search for and select one or more groups. Only projects belonging to a specified group or groups are displayed in the search results.	—
Include Sub-Groups	Include projects in all sub-groups belonging to the selected parent group. The sub-groups do not have to be children of the parent group. They can be several levels below the parent group in the hierarchy and still be included. This option is only displayed when you have selected a parent group.	Deselected
Include Sub-Practices	Include projects in all sub-practices belonging to the selected parent practice. The sub-practices do not have to be children of the parent practice. They can be several levels below the parent practice in the hierarchy and still be included. This option is only displayed when you have selected a parent practice.	Deselected
Include Sub-Regions	Include projects in all sub-regions belonging to the selected parent region. The sub-regions do not have to be children of the parent region. They can be several levels below the parent region in the hierarchy and still be included. This option is only displayed when you have selected a parent region.	Deselected
Practice	Search for and select one or more practices. Only projects belonging to a specified practice or practices are displayed in the search results.	—
Region	Search for and select one or more regions. Only projects belonging to a specified region or regions are displayed in the search results.	—
Templates Only	Only template projects are displayed in the search results.	Deselected

Select Records

The following Scheduling Options are available when adding records to a project.

Field	Description
Offset from project start date	The start date on the earliest record is offset from the relevant project or template project start date by the same number of days as in the project template. If the project you are adding the records to does not have a start date, the object record's original start date is used. Example: The template project's start date is May 4 and the earliest object record in the template project starts on May 8. If the project you are adding the records to starts on August 28, the earliest added record starts on September 1.
Offset from selected date	This defaults to the start date of the project you are adding records to or you can enter an alternative date. The earliest record is offset from this date by the same number of days that the earliest record is offset from the project start date in the template project. Example: The template project's start date is May 4 and the earliest record starts on May 8. If you select a date of June 1, the earliest added record starts on June 5. Dates for the records that are being added are based on the difference between the template project start date and the start date that you have entered. Note: If the checkbox Allow Start/End on Non-working Days on the associated work calendar is deselected, the dates are adjusted to avoid non-working days specified in that work calendar. If there is no associated work calendar, the dates are adjusted to avoid Saturday and Sunday. For example, if Saturday and Sunday are non-working days, an adjusted date that would have started or ended on one of these days is moved to Monday, which is the next available working day.

Field

Description

Offset from project start date

The start date on the earliest record is offset from the relevant project or template project start date by the same number of days as in the project template. If the project you are adding the records to does not have a start date, the object record's original start date is used.

Example: The template project's start date is May 4 and the earliest object record in the template project starts on May 8. If the project you are adding the records to starts on August 28, the earliest added record starts on September 1.

Offset from selected date

This defaults to the start date of the project you are adding records to or you can enter an alternative date. The earliest record is offset from this date by the same number of days that the earliest record is offset from the project start date in the template project.

Example: The template project's start date is May 4 and the earliest record starts on May 8. If you select a date of June 1, the earliest added record starts on June 5.

Dates for the records that are being added are based on the difference between the template project start date and the start date that you have entered.

Note: If the checkbox Allow Start/End on Non-working Days on the associated work calendar is deselected, the dates are adjusted to avoid non-working days specified in that work calendar. If there is no associated work calendar, the dates are adjusted to avoid Saturday and Sunday.
For example, if Saturday and Sunday are non-working days, an adjusted date that would have started or ended on one of these days is moved to Monday, which is the next available working day.

An administrator can control the editable and read-only custom columns that are displayed in the record selection table and define the order of the columns using the fields available in the Create Project Personal Custom Setting.

For details of the columns that are displayed in this window, see the field reference topic for the relevant object: