Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Manage Project Templates

Use this screen to create templates that control the data entry required when you enter a new project on the Manage Project Master Data from Templates screen or the Create Projects from Templates screen.

Quick project templates let you have different data entry requirements for different projects and user roles. Templates allow you to have various users, such as project managers and accounting staff, each entering only project setup information that is appropriate for them to enter.   

When you create a quick project setup template, you specify the following for the Manage Project Master Data from Templates screen:

  • Fields that require data entry.
  • The default value that populates a field.
  • The user role required to make an entry in a field.

Using quick project setup templates is optional. To use templates, select the Use Quick Project Templates check box on the Configure Project Settings screen.

After you create project setup templates, when you enter a new project on the Manage Project Master Data from Templates screen or the Create Projects from Templates screen, you start by selecting a project setup template ID.

At any time, you can make changes to a quick project setup template. These changes take effect the next time you select the template ID on the Manage Project Master Data from Templates or Create Projects from Templates screens.

Tabs

This screen has five tabs:

  • Basic Info: Use this tab to determine the data entry requirements for the Basic Info tab on the Manage Project Master Data from Templates screen.
  • Revenue Info: Use this tab to specify the user's required role for entering a revenue formula on the Revenue Info tab on the Manage Project Master Data from Templates screen.
  • Billing Info: Use this tab to specify the user's required role for entering a billing format and billing formula on the Billing Info tab on the Manage Project Master Data from Templates screen.  
  • Modifications: Use this tab to specify the user's required role for entering modifications for signed and funded values, as well as period of performance on the Modifications tab on the Manage Project Master Data from Templates screen.
  • Notes: Use this tab to specify the user's required role for entering notes for a project on the Notes tab on the Manage Project Master Data from Templates screen.

Use this screen only if you selected the Use Quick Project Templates check box on the Configure Project Settings screen.

If you use quick project setup templates, you must set up templates in the Enter/Manage Quick Project Template screen before you use the Manage Project Master Data from Templates or Create Projects from Templates screens.

Attention: To know more about the advantages of using screens in the New Project Setup from Templates application group over other project setup options, see related topics here.