• Only completed PM plan templates are considered for migration in source and target orgs.

• Task templates associated with PM plan templates are migrated as dependent items.

• If there are two or more PM plan templates of the same template name and schedule type (time-based or condition-based) in the source org and all of them are selected for migration, such PM plan templates are not migrated.

• If there are two or more PM plan templates of the same name and type in the target org, such PM plan templates are not migrated.

• If there are two or more task templates (as dependent items) of the same name and type in the target org, such PM plan templates are not migrated.

• If the Product associated with the PM plan template is not present in the target org, such a PM plan template is not migrated.

• If the Product associated with the selected PM plan template has duplicate product names in the target org, then the following validations are carried out:

◦ If the source org product and target org duplicate product has the name as a unique identifier, then the migration is stopped, and such PM plan templates are not migrated.

◦ If the source org product and target org duplicate product have product code as a unique identifier and the same product name and product code does not exist in the target org, then the migration is stopped and such PM plan templates are not migrated.