When copying financial plans from a project template, some of the fields from your first-created project are used. The following fields in the template project affect how the financial plans are copied over to a new project:
The time periods on the financial plans that are copied over from the project template shift in the new project according to this start date. The End Date field value in the project template is not relevant to financial plans. The end date is automatically calculated for each financial plan based on their original plan durations in the template and their new start dates.
This field is only considered when no budget plans exist in the project template. Selecting the option retains the same dates for planned cost and planned benefit on the budget properties page as the project start and end dates. If unselected, the dates for planned cost and planned benefit are shifted. The shifting is based on the difference between the template project start date and the new project start date.
The following rules apply to the department OBS:
Defines the percentage (positive or negative) as the scaling factor for the dollar amounts defined in the project cost plans and benefit plans.
Values: 0-100 (where zero means no change)
Default: Zero
Example: The template project from 1/1/2012 to 12/31/2012 allocates $10,000 for planned cost and $20,000 for planned benefit for the project duration. If a Scale Budget By value of 20 percent is defined, the plans copy over to the new project as follows. Assume that the project duration is same as the template project:
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