Project Team and Tasks not Copying from Template

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

What could be the reason that my Staff team and Tasks are not getting copied over from a template? 

 

Environment

Release 15.x, 16.x 

 

Cause

• The template project may be associated to a process. 
• The expectation is that the process will perform the copy of the items defined in the process Steps using System Actions. 

 

Resolution

Review the configuration of the BPM process definition to ensure there are System Actions in the steps to copy specific items over from the template. 

 

Additional Information

• New Project from Template Process to Copy RICs does not copy over the To Dos