You will need the Full Write Service Plans permission to perform this action.
Version 7.0
Typically, a template would be chosen when creating new service plans. However, there may be times when the need would arise to import a template into an existing plan afterwards. To do this, go to the service plan and then Actions > Import template in the upper right.
A pop up will appear to choose a template to import. Note that only templates for the service type of the plan can be selected.
To preview a template, click on "View template" under the dropdown with that template selected. Also, choose which portions of the template to import.
A few things to keep in mind when importing a template:
Existing data on a plan is not deleted or replaced. Importing a template always adds information.
If importing the order of service (i.e. the Items option), the line items are added to the end of any that are currently on the plan.
If an imported team and position is already on the plan, the higher quantity is used.
Version 6.0
Typically, you would choose a template when creating new service plans. However, there may be times when you want to import a template into an existing plan afterwards. To do this, go to the service plan and then Actions > Import template in the upper right.
A pop up will appear where you can choose a template to import. Note that only templates for the service type of the plan can be selected.
To preview a template, click on "View template" under the dropdown with that template selected. The Options section lets you selectively choose which portions of the template to import. By default, all parts of the template are imported.
A few things to keep in mind when importing a template:
Existing data on a plan is not deleted or replaced. Importing a template always adds information.
If importing the order of service (i.e. the Items option), the line items are added to the end of any that are currently on the plan.
If an imported team and position is already on the plan, the higher quantity is used.