Admin Guide - Insert Multi-Template Feature

The insert multi-template feature in Inspire Planner allows you to select and apply multiple templates to an existing project in one go, making it easier for you to build comprehensive projects more efficiently.

This help article will walk you through the necessary configurations that support your users' ability to use this feature in Inspire Planner.

• Step 1: Grant Access to Template Import History Object and Fields - you only need to do this if you are using custom permission sets. Otherwise, you can proceed to step 2.
   
• Step 2: Add Template Import History (Project) Related List to Project Page Layout

Please note:

The steps outlined in this article must be completed by a Salesforce System Administrator as it requires access to Salesforce Setup.

Grant Access to Template Import History Object and Fields

Inspire Planner creates records in the Template Import History object to track which templates were applied to a project using the insert multi-template feature. This allows you to see what templates were applied, the order they were applied and which settings were copied from the template. 

You need to ensure your Inspire Planner users have access to the Template Import History object and fields.

The following Inspire Planner permission sets already include access to this object and fields:

• Inspire Planner Standard User - v1.12 Permission Set
• Inspire Planner Standard User - Agile Project Management

You only need to perform the steps in this section if you are using custom permission sets.

1. Click on the Gear icon and go to Setup.
   
   
    
2. Enter "Permission Sets" in the Quick Find box and click on Permission Sets.
   
   
    
3. Click on your custom permission set. The image below is just an example.
   
   
    
4. Go to Object Settings.
   
   
    
5. Click on Template Import History.
   
   
    
6. Click on Edit.
   
   
    
7. Enable Read, Create, Edit, Delete and View All in Object Permissions.
   
   
    
8. Enable Read and Edit Access to all fields.
   
   
    
9. Click on Save to save your changes. Repeat the steps above for all your custom permission sets.

Add Template Import History Related List to Project Page Layout

You will need to add the Template Import History Related List to your project page layouts.

1. In Setup, go to Object Manager.
   
   
    
2. Enter "Project" in the Quick Find box and click on Project.
   
   
    
3. Click on Page Layouts. Then, click on the page layout you are using. The image below is just an example.
   
   
    
4. Click on Related Lists and then drag Template Import History (Project) to your desired area on the page.
   
   
    
5. Click on the wrench to adjust the Related List properties.
   
   
    
6. We recommend adding the following fields at the least, but you can choose to include more:
   
   Template History ID
   Template
   Import Date
   Include Files
   Include Non-Working Days
   Include Project Team
   Include Risks & Issues
   Created Date
   Created By
   
   
    
7. Click on Save to save your changes. Repeat the steps above for all page layouts you use for projects.