Costpoint Online Help

Create Projects from Templates

If you use the Manage Project Master Data from Templates feature, the Create Projects from Templates screen is an optional screen you can use to specify the project levels and values you want inserted into the project work breakdown structure.

After you generate the project levels here, each level is available on the Manage Project Master Data from Templates screen where you can add revenue, billing, and modification information before you approve them.

Use this screen only if you use the Manage Project Master Data from Templates screen. It is optional and allows you to automatically build all levels of a project's work breakdown structure at once, instead of having to enter all levels individually on Manage Project Master Data from Templates or entering one level on Manage Project Master Data from Templates and letting the import process automatically build only the higher project levels.

After all levels of a project's work breakdown structure are created in this screen, you open each project level task on the Manage Project Master Data from Templates screen, enter any additional project information, and then approve the project.

The Create Projects from Templates screen can save you time if you have a large number of project tasks at a lower level.

When you enter a quick project directly on the Manage Project Master Data from Templates screen without using the Create Projects from Templates screen, you create only one level of the project at a time. Then when you import a quick project into the Manage Project User Flow, the import process creates only the higher levels of the project work breakdown structure that you did not create.

Entry Example

In this example, default values are not retrieved from an existing project.

  1. In the Project field in the Create Projects from Templates screen, enter a new level-one project number: 1000.
  2. Complete the entry of information in the Basic Info block as needed.
  3. At the bottom of the screen in the Project Levels Setup table, a row for level one displays the level number 1. Its length defaults from the Project Segment Lengths tab of the Configure Project Settings screen, and 1 displays as the number of nodes. Enter the description for this project level.
  4. To add a second level to the project, click the Project Levels Setup table and click .
  5. In the new row, 2 defaults in the Level field. Enter 3 in the Length field, a description in the Description field, and 2 in the # of Nodes field.
  6. To add a third level to the project, click on the Project Levels Setup table and click .
  7. In the new row, 3 defaults in the Level field. Enter 2 in the Length field, a description in the Description field, and 3 in the # of Nodes field.
  8. Click the Generate WBS button, and the following projects are created and become available in the Manage Project Master Data from Templates screen:
    • 1000
    • 1000.001
    • 1000.001.01
    • 1000.001.02
    • 1000.001.03
    • 1000.002
    • 1000.002.01
    • 1000.002.02
    • 1000.002.03
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.