Creating a project using the "New From Template" button does not add expected items from the template to the new project

Document ID : KB000004454
Last Modified Date : 06/12/2018
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Issue:

When we try to create a new Project from template, using the "New From Template" button information from the template  (Ie: tasks, resources, collaboration folders and documents, etc) are not copied to the project.

Alternate Symptom:  When creating a project from template using a process, the expected items are not copied over to the new project.

 

Environment:
All CA PPM Server Versions.
Cause:

When a project template is linked with a process then Resources, Tasks, financial plans, staff, document folders and documents the behavior of the "New from Template button is changed.  Tasks, Staff, Financial Plans, Risks/Issues/Change Requests, and Document Folders/documents will no longer be copied automatically to the new project when the "New from Template" button is used.  This is the expected behavior. 

 

 

Resolution:

You will have to choose between using the "New from Template" button or your Template process to copy all of these items over to the new project. Here is how to resolve this issue depending on your choice.

1.  If you choose to use the process to create your new projects from template, you will need to make sure you use the System Actions provided to copy the items you want over to the new project:

  • Copy Documents from Template
  • Copy Financial Plans from Template
  • Copy Risks/Issues/Change Requests from Template
  • Copy Staff from Template
  • Copy WBS Tasks from Template
NOTE:  If you want users to continue to be able to use the New From Template button, you can create a template process that launches on create and uses the provides system actions to copy the items you want over to your new project.

2.  If you want to use the "New from Template" button you will need to change your process to "On Hold" or "Draft" mode.  At that point the "New from Template" button will work the way it did before adding the template process.