Adding Records from a Template

Notes:

The main procedure is for users of record pages supplied by Certinia from Fall 2020.
From Fall 2020, if you are not using the pages supplied by Certinia, your administrator can add the PSA Actions: Project Planning Tools component to the project record page.
This Lightning action replaces the existing Copy to Project from Template Lightning action.

You can add all or selected records from an existing project Closed A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. to your current project. The existing project does not need to be a template project.

To add records to the current project from another project or template project:

On a project record, click Actions | Project Planning Tools | Add Records from Template. The Add Records from Template window opens. You can select an existing project or a template project to add records from.
Select a recently used project or search for a project using two or more characters that appear anywhere in the name. Up to 100 projects are displayed and are controlled by project sharing settings. To filter the search results, click , select or deselect the filter options, and click Apply. You can filter by Region, Practice, Group, and Templates Only. Your filter selections are retained between browser sessions.

The projects are displayed in separate cards by default. To change the view to a list, select List from the button menu. Your selection is retained whenever you use the same browser on the same device.
Click Next. Records for related objects from the project or template you selected at Step 2 are displayed in sections. All of the records are selected by default. If there are no records for an object, the corresponding section is not displayed.
Select an option that reflects the date that the earliest record should start in the project you are adding it to. The dates on the other records you are adding are calculated relative to this date:
- Offset from project start date: The earliest record is offset from the project start date by the same number of days as in the template project. If the project does not have a start date, the record's original start date is used.
  Example: The template project's start date is May 4 and the earliest record starts on May 8. If your project starts on August 28, the earliest added record starts on September 1.
- Offset from selected date: This defaults to the project start 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 on the related object records are highlighted in yellow when they are different from the dates in the source project or template.
Notes: There must always be a start date on the selected project or template project for these options to work correctly. Also, for the option Offset from project start date, there must be a start date on the destination project.

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.
Expand the sections to review and edit the records and deselect any records you do not want to add. Edited dates override automatically scheduled dates. You must have Read and Edit permissions for each object to be able to view and edit these records. For picklists, start typing, select an option from the generated list, and press Enter.
If you expand the Resource Requests section and hover over the skills in the Skills and Certifications column, a popup displays the skills sorted alphabetically by default. If you would prefer to see the skills grouped into Essential and Desirable categories, contact your administrator. For more information, see Enable Desirable Skills.
Read-only columns are displayed before editable columns. Contact your administrator if you want to change the visibility or order of the columns. For more information, see Notes for Administrators.
Columns containing formula fields are not editable, even if controlled by an editable field set that is configured in the Create Project Personal custom setting. For more information, see Create Project Personal Custom Setting.
Click Add Records. The selected records are added to the current project.

Notes:
You will receive a success notification when the records are copied or a failure notification if the jobs fail due to an error. To view success or failure notifications, click View notifications in your org

.
You will also receive a partial success notification when some records are processed and others fail due to errors. For the failed records, an email is sent with the success and failure count and details of the errors to help you resolve the issue.

Notes for Administrators

If you are an administrator, you can add and define the order of editable and read-only custom columns in the record selection table using the fields available in the Create Project Personal custom setting. Unsupported field types are: ID, Geolocation, Text (Encrypted), Time, Formulas, Auto Number, Roll-Up, Picklist (Multi-Select), and Summary. Text Area field types are supported but do not support line breaks. The Owner field is also unsupported.

For more information on the relevant custom settings and the permissions required, see the following:

For details of the columns that are displayed at the Select Records step for the fields on object records, see the field reference topic for the relevant object: