Costpoint Help

Tabs of the Manage Project Templates Screen

The Manage Project Templates screen has five tabs.


Related Topics:

Basic Info Tab

Use this tab to determine the data entry requirements for the Basic Info tab of the Manage Project Master Data from Templates screen for this template ID.

Revenue Info Tab

If you use roles, use this tab to specify the role a user must have to enter a revenue formula on the Revenue Info tab of the Manage Project Master Data from Templates screen for this template ID.

Billing Info Tab

If you use roles, use this tab to specify the role a user must have to enter a billing format and a billing formula on the Billing Info tab of the Manage Project Master Data from Templates screen for this template ID.

Modifications Tab

If you use roles, use this tab to specify the role a user must have to enter data on the Modifications tab of the Manage Project Master Data from Templates screen for this template ID.

NotesTab

If you use roles, use this tab to specify the role a user must have to enter notes on the Notes tab of the Manage Project Master Data from Templates screen for this template ID.


Parent Topic:

Manage Project Templates