Create Template Jobs

Use these steps to create Maconomy template jobs from Deltek CRM.

To choose a Maconomy template job when creating the Maconomy job from Deltek CRM:

Use the CRM Job Type field on the template job to define whether a job is available for selection at creation of Fee, Proposal, or Relationship Job.

Please note that dimensions that are mandatory on the job in Maconomy must have values on the opportunity in Deltek CRM or be derived from the template job.

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Create Template Jobs

Use these steps to create Maconomy template jobs from Deltek CRM.

To choose a Maconomy template job when creating the Maconomy job from Deltek CRM:

Use the CRM Job Type field on the template job to define whether a job is available for selection at creation of Fee, Proposal, or Relationship Job.

Please note that dimensions that are mandatory on the job in Maconomy must have values on the opportunity in Deltek CRM or be derived from the template job.