How to Copy Financial Plans from Project Templates

Managing Projects › Project Templates › How to Copy Financial Plans from Project Templates

Use the following process to copy financial plans from project templates:

Create the fiscal time periods that include the start dates of the template and target projects.
See the Financial Management User Guide for more information.
Do one of the following:
- Create a project using a template.
- Populate an existing project from a template.
- Create a process that copies financial information from a template into an existing project.
  Contact your CA Clarity PPM administrator or see the Administration Guide for more information.

More information: