Project Templates provide you with a quick and easy way to create and populate new Projects without having to create it from scratch. When you create a Project from a Template or apply a Template to an existing Project, Inspire Planner copies information from the Template to the Project.
Perhaps you are wondering, exactly what information from the Template gets copied? This help article discusses what information is inherited from templates when you:
This is done by selecting a template when creating a new Project.
When you create a new Project from a Template, the following information is copied from the Template:
This is done by populating the Project Template Look-up Fieldafter the Project is created. When you apply a template to an existing Project, it only copies the following:
All other settings are not applied to the existing Project.
There is a setting in Inspire Planner that allows you to Set a Global Default Project Setting which is a way for you to define settings that are applied to new Projects created where you are not inheriting from a template. If you have enabled this in your org, then the following settings are applied to new Projects where you are not inheriting from a template.
There is a setting in Inspire Planner that allows you to apply the Global Default Project Setting to all existing Project Templates. When you apply the Global Default, the following are applied to all existing templates:
Please Note: In all instances above, the following are not inherited from a Template: