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Custom Project templates not available converting an idea to project


Article ID: 226774


Updated On:


Clarity PPM On Premise Clarity PPM SaaS


While using convert to project system action in a process, we are not able to select the custom templates. 

What can we do to add custom project templates to a system action?


There is no process associated with the custom project template.

When you create a project process with a project template associated with it, it becomes a template process that you can select on a system action when converting an idea to a project.


Create a process with a template associated to it.

1. Administration > Data Administracion > Processes

2. Create a process with the Project as a Primary object and the template linked to it:

3. Once the project template process has been set up in the project, this will be available under the conversion process system actions: