Training on project templates

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Overview

You can set up a project from a project template. A template gives you a head start, allowing you to avoid any redundant data entry. It also helps to set standards for budgeting, naming conventions, and work breakdown structure.

Follow a work plan

1. Click Setup > Projects.
2. If you select Architectural or Engineering as your type of firm, Ajera automatically sets up predefined templates in the Project Command Center:

• Top-down
• Bottom-up
• Quick project
• Top-down with Business Development
• Bottom-up with Business Development

3. Make a list of project templates you want to use in Ajera. Include the phases, budgeting, invoice groups, and billing groups you want to use to track and manage your project and the project type.
4. Review the templates and change them, as needed.
5. Set up any additional project templates that you need.
6. Verify your information by clicking (Reports) and selecting Project List or Phase List.

Learn the details

These links go to help. To return to this course, click the Back button.

Setting up a project or template

Setting up a project using a template

Copying a project template

Changing a project template

Deleting a project template

Test your knowledge

Quiz: Training on project templates

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