Project Fields Based on a Project Template

When you create a new project record from a project template, Vision provides initial values for the appropriate fields on the project record, based on the project template settings. If there are project defaults specified in General Configuration, those default entries override the settings on the project template.

Fields from the existing project template map to the following tabs and fields on the project record:

Tab	Fields
General Tab	Project ID, Service Request, Status, Available to CRM users, Available to accounting users, Available for approval, Principal-in-Charge, Project Manager, Supervisor, Primary Contact Client Confidential, Client Alias
Accounting Tab	Bill by Default Consultants, Bill by Default Other Expenses, Locale, Cost Rate Method, Cost Rate Table Number, Pay Rate Method, Pay Rate Table Number, Bill by Default, Billable Warning, Memo, Billing Client, Billing Contact, Client Billing Address, Restore Charge Companies
Location Tab	Address1, Address2, Address3, City, State, Zip, County, Country, Phone, Fax, E-mail
Budget and Revenue Tab	Fee, Reimb. Allowance, Consultant Fee, Status, Budgeted Overhead Rate, Percent Complete, Labor Percent Complete, Expense Percent Complete, Line Item Approval, Budgeted Flag, Budgeted Levels, Budgeted Source, Revenue Upset Limits, Revenue Upset WBS2, Revenue Upset WBS3, Revenue Upset Include Comp, Revenue Upset Include Cons, Revenue Upset Include Reimb, Revenue Upset Category To Adjust, Revenue Method, Cross Charge Method, Cross Charge Multiplier, Description If Multicurrency is enabled: Fee Billing Currency, Reimb Allowance Billing Currency, Consultant Fee Billing Currency, Fee Functional Currency, Reimb Allowance Functional Currency, Consultant Fee Functional Currency, Project Exchange Rate, Billing Exchange Rate
Dates and Costs Tab	Estimated Completion Date, Actual Completion Date, Contract Date, Bid Date, Professional Services Completion Date, Construction Completion Date, Completion Date Comments, Firm Cost, Firm Cost Comments, Total Project Cost, Total Cost Comments