Add-ons
Project Templates
Project Templates

Project Templates

4 articlesAvailable forPSXP2

Create a Project Template

Learn how to create a Project Template for your team to select when cloning Projects from Opportunities.

For Admins

Cloning Precursive Projects & Phases

Learn how to clone Precursive Projects & Phases to build your project baseline quicker.

Available forPSXP2

Enabling Project Cloning

Learn how you can customize your org to allow your team to clone Project and Phase records which can be used as templates to create a Project directly from an Opportunity.

For Admins
Available forPSXP2

Cloning Projects and Phases with Record-Triggered Flows

Learn how to clone projects via Record-Triggered Flows

For Admins