Create New Project Template

Heesun
Mega Contributor

Hi,

 

Even though I have all of the roles, as well as admin roles to my account,

I am not able to create a New Project Template from both Project page and Template-Project page.

 

I saw some workarounds in the internet that I have to copy the template and change the content, however I'm not able to see that option as well.

 

Does anyone know the reason why this is like this and any configurations I need to do in order to create a new Project Template?

Heesun_0-1666684318857.png

 

3 REPLIES 3

Musab Rasheed
Tera Sage
Tera Sage

Hello,

Uncheck 'Omit new button' check from below link

https://instance/sys_ui_list_control.do?sys_id=7596a702c3132100b0449f2974d3aef2&sysparm_view=&syspar...

MusabRasheed_0-1666684924491.png

 

If you can't access above link, then from list click on 'Configure' then 'List Control'

MusabRasheed_1-1666684969433.png

 

Please hit like and mark my response as correct if that helps
Regards,
Musab

Saurav11
Kilo Patron
Kilo Patron

Hello,

 

OOB ServiceNow does not provide the access to create new template directly, however you can create a new template by using the save as new template link in the related links:-

 

Saurav11_0-1666686140104.png

 

However this option will only be visible to you if the record has a child associated with the project like a project task or sub project

 

Please mark my answer as correct based on Impact.

Hello,

 

If my answer helped you can you also mark it as correct.

 

Thanks.