Working as designed -
Rules for Copying Financial Plans from Project Templates
The following rules apply when you copy financial plans from a template to a new or existing project:
■ The entity associated with the template requires matching the entity associated with the new project. If not, the plans are not copied over.
■ The ID for a financial plan in the template not to match with the ID for a financial plan in the new project. Otherwise, the financial plan from the template is copied over to the new project and the plan ID is suffixed.
■ If the project to which you are copying (the target) and the template both have a cost plan of record (POR), then the target project retains its POR. The POR from the template is copied to the target project as a cost plan that is not the POR. The start and end periods for this cost plan are based on the start and end dates of the target project.
■ Active processes cannot run on the template. Otherwise, the financial plan does not copy.
■ The template cannot include submitted, approved, or rejected budget plans. Otherwise, the plans do not copy.
NJ