create project template with cost plan


Article ID: 223133


Updated On:


Clarity PPM SaaS


I need to know if i can create a project template that includes a cost plan, so other projects can be created from this template and have already a cost plan assigned to.



Release : 15.9.1

Component :


The following rules apply when you copy financial plans from a template to a new or existing project:

The entity associated with the template requires matching the entity associated with the new project. If not, the plans are not copied over. The ID for a financial plan in the template not to match with the ID for a financial plan in the new project. Otherwise, the financial plan from the template is copied over to the new project and the plan ID is suffixed.

If the project to which you are copying (the target) and the template both have a cost plan of record (POR), then the target project retains its POR. The POR from the template is copied to the target project as a cost plan that is not the POR. The start and end periods for this cost plan are based on the start and end dates of the target project.  Active processes cannot run on the template. Otherwise, the financial plan does not copy.

The template cannot include submitted, approved, or rejected budget plans. Otherwise, the plans do not copy.