When you create a campaign project template, select the Copy project attributes to campaign attributes checkbox to automatically copy project attributes to campaign. If this option is selected, you use the following workflow to efficiently fill out the Summary tab of the campaign project.
If the Copy project attributes to campaign attributes checkbox in the template is not selected on the template, users can still copy the information with one click in the object instance. When creating instances from templates without the checkbox selected, the
Copy project attributes to campaign attributes link copies project attributes to campaign.