Admin Guide - Migrate to Template Console Action

Last Modified On: October 30, 2026

The Template Console is where you manage your project templates as versioned products and roll improvements into the projects already running them. Instead of a template improvement only reaching new projects, Smart Sync lets you push the change into active projects - reviewing every change, protecting work that has already started, and showing the schedule impact before anything happens. 

Existing project templates must be migrated to the new Template Console before they can be managed using the new interface.  This help article outlines the configuration steps administrators must complete to make the Migrate to Template Console feature available to Inspire Planner users.

Please Note:
The Template Console is currently available as a BETA feature and will be included in Inspire Planner’s NOV 2026 Major Release, available in Production environments on November 24, 2026.
 

Required Permissions

You must be a Salesforce System Administrator to complete the steps outlined in this article as it requires access to Salesforce Setup and Administration.

Assign Permission Sets

The Migrate to Template Console feature requires access to specific fields to function correctly. Ensure users have the appropriate permissions so they can access and use the migration functionality.

1. In Setup, enter "Permission Sets" in the search box. Then, click Permission Sets.
   
   
    
2. Click Inspire Planner Template Admin.
   
   
    
3. Click Manage Assignments.
   
   
    
4. Click Add Assignment.
   
   
    
5. Select the users you want to assign the permission set to and click Next.
   
   
    
6. Set the expiration option to No expiration date, then review the selected users and click Assign to continue assigning the permission set.
   
   
    
7. Click Done to finish.
   
   
    
8. Repeat the steps above to assign the Inspire Planner Template Owner permission set to the appropriate users.

Add Migrate to Template Console Action

Follow the steps below to add the Migrate to Template Console action to your Project page layout.

1. In Setup, go to Object Manager.
   
   
    
2. Enter "Project" in the search box, and click Project.
   
   
    
3. Navigate to Page Layouts and select the page layout currently assigned to your users. The screenshot below is provided as an example.
   
   
    

4. Navigate to Mobile & Lightning Actions.
   
   
    

5. Drag Migrate to Template Console under Salesforce Mobile and Lightning Experience Actions.
   
   Click Save to save your changes.
   
   
    

6. If you use multiple Project record types, repeat the steps above for each record type to ensure the action is available across all applicable page layouts.

Add Fields to Project Page Layout

Follow the steps below to add the Template Migration Status and Migrated to Template Console fields to your Project page layout, so users can view and reference their values.
 

1. While still in the Project object, navigate to Page Layouts and select the page layout currently assigned to your users. The screenshot below is provided as an example.
   
   
    

2. From the list of available fields at the top, drag Template Migration Status and Migrated to Template Console to your desired positions on the page layout.
   
   Click Save to save your changes.
   
   
    

3. If you use multiple Project record types, repeat the steps above for each record type to ensure the required fields are available across all applicable page layouts.

Add Fields to Project Lightning Record Page

If you use Dynamic Forms, follow the steps below to add the Template Migration Status and Migrated to Template Console fields to your Project Lightning record page so users can view and reference their values.
 

1. In the Project object, navigate to Lightning Record Pages and click the name of the Lightning record page you are currently using.

   
   If you are using a standard Inspire Planner Lightning record page, you must clone it first and then edit the cloned version.
    

   The screenshot below is provided as an example.

   
   
    
2. Click Edit.
   
   
    
3. Navigate to the Details Tab.
   
   
    
4. In the left panel, click Fields.
   
   
    

5. Drag the Template Migration Status and Migrated to Template Console fields to your desired positions on the page.
    

   Click Save to save your changes. If you haven’t already done so, you will also need to activate the page to make it available to Inspire Planner users.