How to Enable the Project Template Stitching Feature

The Project Template Stitching feature allows you create a new Project from an Opportunity by "stitching" (combining) different templates associated with Opportunity Products.

This help article will walk you through the needed configurations to enable this feature.

Please note: The following steps must be completed by a Salesforce System Administrator.

Add "New Multi-Template Project" Button to Opportunities

The Project Template Stitching interface is launched using the "New Multi-template Project" button from the Opportunity. The first step is for you to add this button to your Opportunity page.

1. Click on the Gear icon at the top right corner and go to Setup.
   
   
    
2. Go to Object Manager.
   
   
    
3. Enter "Opportunity" in the Quick Find box at the top right and go to Opportunity.
   
   
    
4. Go to Page Layouts.
   
   
    
5. Click on the drop down arrow to the right of the Opportunity Page Layout you are currently using and then click on Edit.
   
   
    
6. Go to Buttons and drag the "New Multi-Template Project" button to the section of the page labeled "Salesforce Mobile and Lightning Experience Actions". Then click on Save.
   
   
   
   Once you've added the "New Multi-Template Project" button on the Opportunity page layout, it will now be visible as a button within your Opportunity records.
   
   

Set the Header Template (Optional)

As mentioned at the onset of this article, the Project Stitching feature allows you to create a single Project by combining multiple templates related to Opportunity Products. However, if you always have a set of tasks that are always the same across all Projects, you can create a Project Template that contains these set of tasks and then set it as the Header Template for Project Stitching. 

Let's imagine that we manage Customer Onboarding Projects. Every onboarding project includes a Project Kick-off and Requirements Gathering Phase. What follows these might change depending on additional products or services that customers purchase. Perhaps some customers purchase additional customizations and/or training so the resulting Project might look slightly different depending on any additional products/services they go with.

What we can then do is create a Project Template that contains the Project Kick-off and Requirements Gathering Phase and use that as our Header Template since all Projects contain these same set of tasks.

Once you've created a Project Template which will serve as your Header Template for Project Stitching, you will then need to define this in Custom Settings.

1. Click on the Gear Icon at the top right corner and go to Setup.
   
   
    
2. Enter "custom settings" in the Quick Find box and click on Custom Settings.
   
   
    
3. Click on Manage beside Inspire Planner Config.
   
   
    
4. Click on Edit on top of the page.
   
   
    
5. Paste the Salesforce ID of the Project Template record to be used as the Header Template.
   
   To get the Salesforce ID, open your Project Template and copy the the highlighted portion of the URL as in the sample project below.
   
   
   
   Paste this Salesforce ID in the field labeled "Header Template ID" and click on Save.
   
   

Set Field-Level Security for Opportunity Field on Project Object and Add to Page Layout

When a new Project is created from Project Template Stitching, the resulting Project is automatically linked to the Opportunity. You will need to make sure that the Opportunity Field is on the Project page layout and that this field is visible to all Inspire Planner users.

Please note: If you have your own custom Opportunity Look-up field that you are already using and would like to continue using it, then skip to Set Opportunity ID Field for Projects

1. Click on the Gear Icon at the top right corner and go to Setup.
   
   
    
2. Go to Object Manager.
   
   
    
3. Enter "Project" in the Quick Find box and click on Project.
   
   
    
4. Click on Fields & Relationships. Then look for the Opportunity field and click on it.
   
   
    
5. Click on Set Field-Level Security.
   
   
    
6. Set it to "Visible" for all user profiles and then click on Save.
   
   
    
7. Next, click on Page Layouts in the menu on the left.
   
   
    
8. Click on Inspire Project v1.75 Layout or whatever Project Layout you are currently using.
   
   
    
9. Drag the Opportunity Field to your desired area on the page and then click on Save.
   
   
    

Set Opportunity ID Field for Projects (Optional)

When a new Project is created from Project Template Stitching, the resulting Project is automatically linked to the Opportunity. If you already have your own Opportunity Look-up Field on the Project Object and would like Inspire Planner to populate this instead when a new Project is created from Project Template Stitching, then you would need to define the field in Custom Settings.

1. Click on the Gear Icon at the top right corner and go to Setup.
   
   
    
2. Enter "custom settings" in the Quick Find box and click on Custom Settings.
   
   
    
3. Click on Manage beside Inspire Planner Config.
   
   
    
4. Click on Edit on top of the page.
   
   
    
5. Paste the API Name of your Opportunity Field in Opportunity Field API Name. Then click on Save. 
   
   

Related Article: Project Template Stitching Feature