About Project Templates

Tip: To make a project available for selection as a template in the Create Project From Template page, select the Template checkbox on the project.

Creating projects from template projects is useful if you have repeatable projects, where the details, such as project tasks, milestones, assignments and resource requests are the same or similar. For example, you can add a budget but leave other details the same, or refine the records you want to copy.

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.

Your administrator can edit several field sets to modify the fields that appear on this page. See Field Sets for more information.

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.

This table shows the limits for the number of records within individual objects and combinations of objects when creating a project from a template. Example: If there are only assignments to be copied, there can be 600 assignment records. However, if there are assignments and resource requests, there can be only 400 records for each object.

Object Type Limits
AssignmentsResource RequestsMilestonesProject PhasesProject MethodologiesProject TasksProject Locations
600      
 1500     
  1800    
   1800   
       
    1800  
     800 
      1800
400400     
300300300    
300300300300   
250250250300300  
200200200250250250

 

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 tasks into additional templates and then add tasks from these templates.

Limits 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.

Sorting and Filtering

You can sort and filter to locate and select the template you want to copy. For example, sorting columns.

Note:

When Shield Platform Encryption is enabled in your org, you must be as specific as possible when searching for Shield Platform Encryption-supported fields to ensure that matching results are found.

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

  • 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 except for Shield Platform Encryption-supported fields, such as Account Name and Contact Name.