Save as New Template missing in Related Links in PPM

deepaltrivedi · ‎02-15-2017

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

robpickering · ‎02-15-2017

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

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kellykaufmann · ‎03-17-2017

Hi Deepal

Helsinki template functionality on the Project form works as follows: At the top of the form you should see three horizontal dots - just left of the 'follow' button. Click on those dots and you should see a 'Toggle Template Bar' option. When you click on that, at the bottom of the form you should see "No templates are available. Create a new one?"

I see that the documentation here Create a project template indicates that the link will be in the related links section of the project form ("Click the Save as New Template related link at the bottom of the form."). Because the documentation is not consistent with the functionality, I reached out to determine if the documentation needs updating or if there is a bug in this not showing up. I'll follow up with the answer. In the meantime, hopefully you'll be able to use the Toggle Template Bar functionality.

Thank you

deepaltrivedi · ‎03-19-2017

Hi Kelly - Thanks for your response but I did some lookup and found that because of UI Action "((new ProjectWorkbenchService().hasChildren(current.sys_id)))" create a New Template option doesn't appear in the related links unless the project you're trying to create the template from has Project Tasks.