Last Modified On: July 10, 2026
Enhanced Template Related Record Inheritance allows project-related records from a template to be automatically carried over when creating a new project from that template. This enhancement helps administrators ensure that important project information is consistently included when using templates, reducing the need to manually recreate related records.
When a project is created from a template, the system now copies supported related records, including standard Inspire Planner records such as Risks and Change Requests, as well as custom objects created by customers that have a lookup relationship to the Project object.
This enhancement applies when a template is used during Project creation or when a Project is cloned using the Save As functionality. Template inheritance behavior remains unchanged when applying a template to an existing project after creation, including applying a template through the Template lookup field or using the Multi-Template Insert feature.
This guide covers the necessary configurations required to support Enhanced Template Related Record Inheritance.
Please note:
You must be a Salesforce System Administrator to complete the steps in this guide as it requires access to Salesforce Setup.
The following Inspire Planner Standard Permission Set already includes access to all new fields and apex classes used by this feature:
If you are using Custom Permission Sets, you must update them to provide access to the new fields and Apex classes introduced with this feature. Ensure that the required object permissions, field-level security, and Apex class access are configured appropriately so users can utilize the enhanced functionality.