Adding Assignments 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: Assignments component to the project record page.

You can add all or selected assignments from an existing project 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 marked as a template.

To add assignments from a project template:

1. On a project record, click Actions | Assignments | Add Assignments from Template. The Add Assignments from Template window opens. You can select an existing project or a template project to add assignments from. Projects without assignments are not listed.

2. 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.

3. Click Next. All the assignments and their associated details are displayed, and all the assignments are selected by default.
4. Select an option that reflects the date that the assignments should start in the project that they are being added to. The dates of the assignments you are adding are calculated relative to this date:
   • Offset from project start date: The earliest assignment 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 assignment's original start date is used. Example: The template project's start date is May 4 and the earliest assignment starts on May 8. If your project starts on August 28, the earliest added assignment starts on September 1.
   • Offset from selected date: This defaults to the project start date. The earliest assignment is offset from this date by the same number of days that the earliest assignment is offset from the project start date in the template project. Example: The template project's start date is May 4 and the earliest assignment starts on May 8. If you select a date of June 1, the earliest added assignment starts on June 5.

   Your option is retained if you are using the same browser on the same computer.

   Note: There must always be a start date on the template project for these scheduling options to work correctly. Also, for the option Offset from project start date, there must be a start date on the destination project.

5. [Optional] Deselect any assignment that you do not want to add.
6. [Optional] Edit the data in fields, as needed. Edited dates override automatically scheduled dates. For picklists, start typing to generate a list of options, select the option and press Enter.

   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.

7. Click Add Assignments. The selected assignments are added to the current project. You can view the copied assignments in the Assignments relates list.

Notes:
You 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 .
You 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.

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 Adding Resource Requests from a Template.