Save as New Template missing in Related Links in PPM

[deepaltrivedi]

This question is regarding Project Portfolio Management.   Under Project, Related Links is missing "Save as New Template" button.   I do have security_admin and admin role so it doesn't appear to be role issue.   How can I make "Save as New Template" link appear under Project and/or Project workbench?   Appreciate all the responses in advance.

See section 2.2 and 2.3 in below link in what I'm trying to do:

Using Project Templates - ServiceNow Wiki

[Michael Fry1]

Check the UI action named Save as New Template on the Project table and make sure it's active. The link doesn't show on new records, but once you insert a Project, the link should be there.

[deepaltrivedi]

Yes, made sure this UI Action is active. It's still not visible on existing projects.

[robpickering · Accepted solution]

Related links are UI Actions.

The "Save as Template" UI Action has a condition on it as follows:

!current.isNewRecord() && gs.hasRole('project_manager') && ((new ProjectWorkbenchService().hasChildren(current.sys_id)))

So, the Project cannot be New (has to have been previously saved), the user must have the Project Manager role (which you'd have as 'admin'), and the Project needs to be underneath the Project Workbench Service (you can probably safely ignore this).

Also, this feature is only available starting in Fuji.   So, make sure you're on Fuji and that the Project is an existing (already saved) Project.   It will not appear on a new Project.

If you believe all of those conditions are being fulfilled, then I'd check out the UI Action "Save as Template" in your instance to make sure it hasn't been modified to have additional conditions.

FYI, it is also not visible when on the Planning Console, so make sure you've gone to Projects > All and then selected the Project you want to save as a template.

-Rob

[deepaltrivedi]

Hi Rob,

Could you please elaborate on "project needs to be underneath the Project Workbench Service?" I'm on Helsinki.

Agreed, I'm looking for Save as New Template on an existing project that's "Work in progress". I checked "Save as New Template" UI Action which has condition you mentioned and is true for Form action, List action, and Active..not sure what else i'm missing..