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Nov 2026: FM Portal - Creating a project from a template

Turn a standard workflow into a scheduled project in minutes without rebuilding every case and work order manually.

What it is and why it matters

The FM Portal allows property managers to apply an existing Project Template to create a new case with its associated work orders.

The guided workflow automatically builds the project structure and supports scheduling before the project is created. This reduces repetitive data entry and makes it easier to start repeatable projects consistently.

For suitable projects, the workflow is designed to reduce setup that could previously take 30–90 minutes to a process that can be completed in under five minutes.


When to use this

Use a Project Template when:

  • Starting a project that follows an established operational process.
  • A suitable template already exists for the type of work being carried out.
  • You need to create several related work orders as part of one project.
  • You want to reduce manual setup while keeping project structures consistent.
  • You want to review the proposed schedule before work begins.

How it works (high-level)

  • Choose the appropriate Project Template.
  • Start the Apply Template workflow.
  • The FM Portal creates the proposed case and pre-populates the associated work orders.
  • The scheduling logic calculates the project dates based on the template.
  • Review the generated schedule before committing the project.
  • Where required, adjust the schedule using the available scheduling options.
  • Confirm the project to create the case and its work orders.

Once created, the project becomes independent from the source template. Future changes to the template do not change the project you have already created.


Best practice tips

  • Choose the template that most closely matches the project you are about to run.
  • Review the proposed dates before creating the project rather than relying on the generated schedule without checking it.
  • Make project-specific adjustments after applying the template rather than changing the source template for a one-off exception.
  • If the same adjustment is needed repeatedly, consider whether the underlying template should be updated.
  • Keep reusable templates maintained so new projects begin with the most current version of your operational process.