Create a project template
If you regularly repeat work of a similar nature, it is a good idea to set up a template for each type of project. For example, a garage may set up templates for an MOT and an annual service, or an accountant may use templates for audits and VAT returns. Using templates will save you time if you often create new projects with similar or identical structures.
To maintain your project templates
Open: Project Accounting > Project Maintenance > Project Templates.
- To remove a project template, select it and click Delete.
- To edit a project template, select it and click Edit.
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To set up a new project template, click Add.
The Create Template window appears.
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Enter a Title for the template.
You can create a template from scratch, or copy the structure of an existing project or template.
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To create a project template from scratch, select Create a blank template.
Select the project level from the list. The new project will use the project structure settings defined in that level.
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To copy the structure of an existing project template, select Copy a project template.
Select the project template to copy.
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To copy the structure of an existing project, select Copy an existing project.
Select the project to copy.
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To create the project template, click Create Template.
The project structure appears.
- When you have finished setting up the project, the new structure will be added to the list of available templates.
What do you want to do?
Create a project from an existing project record (copying a live or archived project).
Create a project from a sales order
Create a project from a quotation
Other tasks
Enter or amend project details
Overview