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

How to Copy Financial Plans from Project Templates

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

1. Create the fiscal time periods that include the start dates of the template and target projects.
2. 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.

More information:

Populate Projects from a Template

Financially Enable Projects