Adding Milestones 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 Financials component to the project record page.

You can add all or selected milestones and their associated risks from an existing projectClosed 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 milestones from a project template:

  1. On a project record, click Actions | Project Financials | Add Milestones from Template. The Add Milestones from Template window opens. You can select an existing project or a template project to add milestones from. Projects without milestones 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 Filter, 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 Change View button menu. Your selection is retained whenever you use the same browser on the same device.

  3. Click Next. The milestones and their associated details are displayed, and all of the milestones are selected by default.

    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.

  4. Select an option that reflects the date that the milestones should start in the project that they are being added to. The dates of the other milestones that you are adding are calculated relative to this date:
    • Offset from project start date: The earliest milestone 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 milestone's original start date is used.

      Example: The template project's start date is May 4 and the earliest milestone starts on May 8. If your project starts on August 28, the earliest added milestone starts on September 1.

    • Offset from selected date: This defaults to the project's start date. The earliest milestone is offset from this date by the same number of days that the earliest milestone is offset from the project start date in the template project.

      Example: The template project's start date is May 4 and the earliest milestone starts on May 8. If you select a date of June 1, the earliest added milestone 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 milestones 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, select an option from the generated list and press Enter.
  7. Click Add Milestones. The selected milestones are added to the current project. You can view the copied milestones in the Milestones related 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 View notifications in your org.
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.
 

Notes for Administrators

If you are an administrator, you can add and define the order of editable and read-only custom columns in the milestone selection table. 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.

You can use the following fields in the Create Project Personal custom setting to control the columns:

  • Milestone Read Only, to control read-only custom columns.
  • Milestone Editable, to control editable custom columns. The default field set is CreateProjectFromTemplateRRColumns.

Milestone Hidden controls fields that are copied in the background but are not displayed on the Add Milestones from Template window. The default field set is CreateProjFromTempAltCopyMilestoneFields.

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

  1. On the project record, click Copy from Template. The Select Project Template page opens.
  2. Select a project to copy milestones from, and then click Select. The Copy from Template page opens.
  3. On the Milestones from Template tab, deselect the milestones that you do not want to copy
  4. Click Copy to add all the milestones to the current project.