In order to be able to clone a project, the user should have 3 privileges granted - View Project, View Financials and Add Project. A company may not want to Grant the 'View Project' and 'View Financials' to all their Staff, as that would mean anyone who is a user of Celoxis can view all projects including its financial information. You can define a special role (eg. Clone Project) and assign those users to this role whom you wish to grant the ability to Clone your templates to create new projects.
At the Company level, you keep View Project and View Financials as "Unspecified" for this role. However, at the template level (i.e on the specific projects that are defined as templates), set object level security and specifically set a Grant on the 2 privileges - 'View Project' and 'View Financials'. This will allow users playing the "Clone Project" role the ability to clone from your templates.
| Company Level | View Project | View Financials | Add Project |
|---|---|---|---|
| Clone Project | Unspecified | Unspecified | Grant |
| Template Level | |||
| Clone Project | Grant | Grant | NA |
You can prefix the project name with 'Template' for e.g "Template - 4572 TEST Project" OR you can create a custom field say 'Is Template' (type Single-select drop-down with values Yes and No) and select Yes or No depending on whether this project is a template project. Creating a custom field can help you segregate templates from actual projects in reports.