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November 21, 2025
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Allow User to convert to a blank project

  • November 21, 2025
  • 1 reply
  • 49 views

I have a user who when receiving a request is able to convert the request to a template but not a blank project. What setting do I need to update for her to have access?

Best answer by MoniqueEvans

This is the first setting under Setup > Project Preferences > Projects.

If you have it toggled on users cannot create projects without using a template. This can be set for the entire instance or by individual groups/subgroups.

1 reply

MoniqueEvans
Community Advisor
MoniqueEvansCommunity AdvisorAccepted solution
Community Advisor
November 21, 2025

This is the first setting under Setup > Project Preferences > Projects.

If you have it toggled on users cannot create projects without using a template. This can be set for the entire instance or by individual groups/subgroups.