Last Modified On: December 10, 2024
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:
A template can be applied to an existing project:
There is a difference in what gets inherited from the template, depending on the method you use.
When you apply a template to an existing Project by updating the Project Template Look-up field, it only copies the following:
All other settings from the template are not applied to the destination project.
For more information on what is inherited from a template when using the Insert Multi-Template Feature, please see Gantt LWC - Insert Multi-Templates.
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: