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.
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.
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.
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
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.
Related Article: Project Template Stitching Feature