Once the Project Template properties have been defined, you can setup any or all of the available modules. These will be copied to projects that have been setup using the template.
Note: You do not have to setup modules here. If you do not setup a module in the Project Template, the modules will not be setup in the projects. You can setup the projects manually after project creation, or by using individual templates, for example, cost sheet templates.
You have the option to edit project properties and modules and update existing projects with the new data. See "Updating Projects" for more information.
To open the project template
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Templates>Project (Standard) in the left Navigator. |
| 3 | Select a project category (default is All). The Project Templates log opens. |
| 4 | Select a project template from the log and click Open. |
| 5 | The project template home page opens. The navigator expands to display the modules that can be configured in the project template. Select a module to edit or set up. |
To edit project template properties
| 1 | From the project template home page, click the Open button. The Template window opens. |
| 2 | Click the tabs to view or edit project template properties. |
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