Use this tab to determine the data entry requirements for the Basic Info tab in the Quick Project Setup screen (Projects\Maintain\Projects) for this template ID.
Select the Required checkbox if you want to require entry in a field.
Enter a value in the Default Value field if you want a default value to populate a field.
If you use roles, you can enter a user's required role for entering in a field in the Quick Project Setup screen. If you leave the Role field blank, any user can enter the information in that field.
Choose a default source for the default value for the Account Group and Owning Organization fields.
If you use quick project templates in Quick Project Setup, complete the setup in this tab before you enter projects in the Quick Project Setup screen or the Generate Quick Project WBS screen.
In Costpoint web, set up roles in the Workflow Roles screen (Administration\Maintain\Workflow).
In the Costpoint client/server version, set up roles in the Define Roles screen in the Design menu of the Workflow module in the Others domain.
Project
If you use roles, enter, or use Lookup to select, the role that a user must have to enter a project in the Quick Project Setup screen for this template ID.
If you leave the Role field blank, any user can enter a project.
Project Name
If you use roles, enter, or use Lookup to select, the role that a user must have to enter a project name in the Quick Project Setup screen for this template ID.
If you leave the Role field blank, any user can enter a project name.
Project Abbreviation
Select this checkbox if you want to require the entry of a project abbreviation in the Quick Project Setup screen for this template ID.
If you use roles, enter, or use Lookup to select, the role that a user must have to enter a project abbreviation in the Quick Project Setup screen for this template ID.
If you leave the Role field blank, any user can enter a project abbreviation.
Project Manager
Select this checkbox if you want to require the entry of a project manager in the Quick Project Setup screen for this template ID.
If you would like a specific project manager to default in the Project Manger field in the Quick Project Setup screen for this template ID, enter it or use Lookup to select it here.
Users can change the default entry in the Quick Project Setup screen as needed.
If you use roles, enter, or use Lookup to select, the role that a user must have to enter a project manager in the Quick Project Setup screen.
If you leave the Role field blank, any user can enter a project manager.
Customer
Select this checkbox if you want to require the entry of a customer in the Quick Project Setup screen for this template ID.
If you would like a specific customer to default in the Customer field in the Quick Project Setup screen for this template ID, enter it or use Lookup to select it here.
Users can change the default entry in the Quick Project Setup screen as needed.
If you use roles, enter, or use Lookup to select, the role which a user must have to enter a customer in the Quick Project Setup screen.
If you leave the Role field blank, any user can enter a customer.
Prime Contract No
Select this checkbox if you want to require the entry of a prime contract number in the Quick Project Setup screen for this template ID.
If you would like a specific prime contract number to default in the Prime Contract No field in the Quick Project Setup screen, enter it here.
Users can change the default entry in the Quick Project Setup screen as needed.
If you use roles, enter, or use Lookup to select, the role that a user must have to enter a prime contract number in the Quick Project Setup screen.
If you leave the Role field blank, any user can enter a prime contract number.
Subcontractor No
Select this checkbox if you want to require the entry of a subcontractor number in the Quick Project Setup screen for this template ID.
If you would like a specific subcontractor number to default in the Subcontract No field in the Quick Project Setup screen, enter it here.
Users can change the default entry in the Quick Project Setup screen as needed.
If you use roles, enter, or use Lookup to select, the role that a user must have to enter a subcontractor number in the Quick Project Setup screen.
If you leave the Role field blank, any user can enter a subcontractor number.
Purchase Order No
Select this checkbox if you want to require the entry of a purchase order number in the Quick Project Setup screen for this template ID.
If you would like a specific purchase order number to default in the Purchase Order No field in the Quick Project Setup screen, enter it here.
Users can change the default entry in the Quick Project Setup screen as needed.
If you use roles, enter, or use Lookup to select, the role that a user must have to enter a purchase order number in the Quick Project Setup screen.
If you leave the Role field blank, any user can enter a purchase order number.
Project Type
Select this checkbox if you want to require the entry of a project type in the Quick Project Setup screen for this template ID.
If you would like a specific project type to default in the Project Type field in the Quick Project Setup screen, enter it here.
Users can change the default entry in the Quick Project Setup screen as needed.
If you use roles, enter, or use Lookup to select, the role that a user must have to enter a project type in the Quick Project Setup screen.
If you leave the Role field blank, any user can enter a project type.
Project Classification
Select this checkbox if you want to require the entry of a project classification in the Quick Project Setup screen for this template ID.
If you would like a specific project classification to default in the Project Classification field in the Quick Project Setup screen, select it from the drop-down box.
Users can change the default entry in the Quick Project Setup screen as needed.
If you use roles, enter, or use Lookup to select, the role that a user must have to enter a project classification in the Quick Project Setup screen.
If you leave the Role field blank, any user can enter a project classification.
Active
Select this checkbox if you want the Active checkbox to default as selected in the Quick Project Setup screen for this template ID.
Users can change the default entry in the Quick Project Setup screen as needed.
If you use roles, enter, or use Lookup to select, the role which a user must have to choose whether a project is active or not in the Quick Project Setup screen.
If you leave the Role field blank, any user can choose whether a project is active or not.
Allow Charging
Select this checkbox if you want the Allow Charging checkbox to default as selected in the Quick Project Setup screen for this template ID.
Users can change the default entry in the Quick Project Setup screen as needed.
If you use roles, enter or use Lookup to select, the role which a user must have to chose whether charges are allowed to be applied to a project in the Quick Project Setup screen.
If you leave the Role field blank, any user can choose whether charges are allowed.
Account Group
Select this checkbox if you want to require the entry of an account group in the Quick Project Setup screen for this template ID.
Select the place from which you want the default account group to be retrieved for this template ID.
Your choices in this drop-down box are:
None —No account group defaults.
Enter default here — Use theaccount group default value from the Default Value field in this tab.
Account Group Mapping— Use the account group defaults from the Quick Project Account Group Mapping screen (Projects\Configure\Project).
Project Settings— Use the account group defaults from the Quick Project Defaults block of the Project Settings screen (Administration\Configure\Projects).
If you selected "Enter default here" in the Default Source field on this tab, enter, or use Lookup to select, the default account group for the Quick Project Setup screen.
Users can change the default entry in the Quick Project Setup screen as needed.
If you use roles, enter, or use Lookup to select, the role that a user must have to enter an account group in the Quick Project Setup screen.
If you leave the Role field blank, any user can enter an account group in the Quick Project Setup screen.
Owning Organization
Select this checkbox if you want to require the entry of an owning organization in the Quick Project Setup screen for this template ID.
Select the place from which you want the default owning organization to be retrieved for this template ID.
Your choices in this drop-down box are:
None —No owning organization defaults.
Enter default here— Use theowning organization default from the Default Value field in this tab.
Organization Mapping— Use the owning organization defaults from the Quick Project Organization Mapping screen (Projects\Configure\Project).
Project Settings— Use the owning organization defaults from the Quick Project Defaults block of the Project Settings screen (Administration\Configure\Projects).
If you selected "Enter default here" in the Default Source field, enter, or use Lookup to select, the owning organization default value for the Quick Project Setup screen.
Users can change the default entry in the Quick Project Setup screen as needed.
If you use roles, enter, or use Lookup to select, the role that a user must have to enter an owning organization in the Quick Project Setup screen.
If you leave the Role field blank, any user can enter an owning organization.
Use Top Level Work Force
Select this checkbox if you want the Use Top Level Work Force checkbox selected by default in the Quick Project Setup screen for this template ID.
Users can change the default entry in the Quick Project Setup screen as needed.
If you use roles, enter, or use Lookup to select, the role which a user must have to enter whether to use the top level of this project for work force validation in the Quick Project Setup screen.
If you leave the Role field blank, any user can enter whether to use the top level of this project for work force validation.
Changes to this screen update the QPROJ_TEMPLATE (Quick Project Setup Template) table.