I am creating a "project kick-off master process" based on the project object that automates several administrative steps that are taken each time a project is kicked off:
1 - Updating Work Status to Active
2 - Populating the project plan with our standard tasks which reside in a template ("Template A")
3 - Updating Stage
4 - Taking a baseline
I'm trigging to figure out how to accomplish #2. In order to make the "Copy WBS from template" system action available, I need to associate the process with Template A. However, doing that seems to mean that my process can only run on the Template A record (rather than copying from the template to a project). Logically I can't see a good reason why it would be designed that way, but I also can't get it to work, so I might be missing something.