Creating a Project from a Template

To create a project from a template:

  1. Click Create Project From Template from one of these:
    • Link in App Launcher. Using ClassicClosedHome page PSE Link.
    • Projects related list on the Region, Practice, Group, or Opportunity pages associated with the project.
    • On a project record, click Actions | Project Planning Tools | Create Sub-Project from Template. Using Classic or Lightning Visualforce pages:Closed On the Immediate Sub-Projects related list, click Create Project from Template.
      Note: When creating sub-projects, 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.

    The Select Project Template page opens.

  2. [Optional] In the Filter section, refine the list. Enter a search term in the Type to filter field and click Filter. For more information about sorting and filtering, see Sorting and Filtering.
  3. Select the relevant template, and then click Select.
  4. Complete and adjust the fields in the sections and tabs, as needed. Only the tabs that contain related records are shown. For details of the fields, see Create Project from Template Fields.
  5. [Optional] On tabs, you can sort records in read-only columns by ascending or descending order to locate and select the items you need.
  6. [Optional] Select or deselect the records in the tabs that you want to copy to the project so that you don't have to do any amendments after you've created the project. The maximum number of records that you can select for each tab if all tabs are open are:
    • Resource Requests: 200
    • Assignments: 200
    • Milestones: 200
    • Project Phase: 250
    • Project Location: 250
    • Project Methodology: 250
    • Project Task: 250
    Note: Ensure that you have entered values in the mandatory fields in each of the tabs for records that you have selected to use in the new project.

    If you are copying project tasks, we recommend that you use Add Project Tasks from Template in the PSA Actions: Project Tasks component that your administrator can add to the project record page.

  7. Click Create Project.