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New Projects do not Copy over Financial settings from Templates


Article ID: 19081


Updated On:


Clarity PPM On Premise


The new project created using an existing Project Template that has details set up on the Financial Settings page does not have the details copied over. The Department and Location OBS Units come over, but not other values such as  rate matrices, WIP Class, Investment Class, and Currency details.

Steps to Reproduce:

  1. Create a new Project named 'CA Template 1' - do not mark it a template yet
  2. Fill in all the Financial Settings details, add staff roles or resources, create a detailed cost plan
  3. Mark the project as a Template
  4. Create a new project, clicking 'New From Template' button, selecting this new template
  5. After creating the new project from template, check the Financial Settings page

Expected Result: Financial Settings Details should match Project Template Financial Settings Details

Actual Result: Financial Settings Details are not matching the Project Template financial attributes


Release: All releases



This is working as designed. Historically, the functionality for creating a new project from template or using the 'copy from template' feature, the 'Financial Properties' attributes were not part of the functionality.

Additional Information

Reference the Create a Project from a Template section in the documentation.