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Create the same Planner work for many companies in one step. Each selected template creates one new item in each selected company, so 2 templates for 3 companies make 6 new items. This guide is for MSP staff. Existing items are not changed. To change one existing item, use Apply a template to a Planner item.

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Before you start

  • You need Manage Planner for the target companies. Company users cannot use this action.
  • Create the templates first. See Create and manage Planner templates.
  • Keep each run to 500 template and company combinations or fewer.
  • To link compliance checks, you also need access to read Compliance for the target companies.

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Create the items

1

Open Templates

Choose Planner Menu > Templates and find the templates with the Name filter. Review their costs, notes and visibility first.
2

Select templates and open the action

Tick the template rows, then click Actions (N) > Apply to Companies. The Apply Templates to Companies dialog opens. Confirm the names under Selected Templates.
3

Set the due date

Choose a Due Date. It starts 30 days ahead, and every new item in this run gets the same date.
Required Due Date control and explanation that all Planner items will use that date.

One due date for all new items. This example shows October 6, 2026.

4

Select companies

Under Select Companies, search and tick each company. The list shows active companies. The count beside the title shows how many you picked.
5

Choose the fields

Review Fields to Apply. See the next section. At least one field must stay ticked.
6

Check the item count

Multiply selected templates by selected companies. That is how many items you will create.
7

Click Apply to N Companies

The button number is the company count, not the item count. Two templates and two companies show Apply to 2 Companies and create four items. This creates and saves the items. There is no separate Save step.
8

Check the result

A message reports how many items were created. Open Planner Menu > List View, find the new titles and check each company’s dates, costs, visibility and Relationships.

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Pick companies carefully

Typing in the search box keeps companies you already ticked. Select All (N) ticks every company in the current search results and keeps your earlier picks. Unticking it unticks only the companies in the current results. Clear the search at the end and check the selected count. If a company is missing, clear the search and ask your MSP to check that the company is active and that you can manage Planner for it.

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Choose the fields to copy

All 13 fields start ticked. None clears them all except Title. All ticks them all again. The same choices apply to every item in the run.
The thirteen bulk-template fields, including costs, notes, visibility and compliance auto-link, all selected.

Bulk application includes both Cost Estimate and Cost Rows. Review the selection before you create the items.

The company and due date come from the dialog. Assignees, uploaded files and custom field values are not copied. Other relationships are not set. Review the new items before company users see them. See Plan costs and hours.

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Understand compliance results

Tick Compliance auto-link when you want each template’s configured checks matched in each company. A missing assignment does not stop the item from being created. You get a success message, and a separate error message says how many items were created without a matching link. That number counts items, not companies or checks. For example, with one template and two companies you create two items. If only one company has the assignment, that item gets the link and the other item is created without it. Check Relationships on the affected item and arrange the compliance assignment separately.

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Cancel, retry and errors

  • Cancel before you apply creates nothing. It resets the company choices, the field choices and the date.
  • After a successful run, the dialog closes and the template selection clears.
  • Deleting a template later does not remove the items it created.
  • If an error or lost connection leaves the result unclear, check List View for the companies and titles before you start another run. A new run creates a new set with the same titles. It does not update earlier items. A compliance warning after success is not a reason to run the batch again.

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Troubleshooting

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Frequently asked questions

Open Planner Menu > Templates, tick the templates and choose Actions (N) > Apply to Companies.
Six. The button shows the company count, not the item count.
No. It always creates new items.
No. The run creates and saves them. Later edits need their own Save.
Not in one run. Use separate runs, or edit the items afterward.
500 template and company combinations.
No. Either one copies the template’s cost rows once.
No. Title is always applied.
It depends on the Hide from company users field. Tick it to copy each template’s visibility setting. Leave it unticked and new items start hidden.
No. Their items are created without that link, and a message counts those items.
No. It needs Manage Planner.
No. The items stay.