1. Defining and Managing Financial Projects
  2. Can I change the business unit when creating a project template from an existing template?

Can I change the business unit when creating a project template from an existing template?

Yes. The application lists those business units that have the following setup.

  • Belongs to the same project unit as the source template.

  • Has the same set assignments as the business unit of the source template for Project Rates and Project Accounting Definition reference groups.

When you duplicate a template, the budgets, forecasts, and project task assignments are copied to the new template only if the source and target business units have the same ledger currency and project calendar.