Create Project Templates

Project templates enable you to quickly create projects that share common features, attributes, and options.

To create a project template:

1. Click Navigator > Setup and Maintenance, and search for the Manage Project Templates task.

2. Click the Manage Project Templates link.

   Use the Manage Project Templates page to create project templates and to review or edit existing project templates. Create a project template based on an existing project template or project, or manually create a template.

3. To manually create a template, click Create Template.

   Use the Create Project Template page to provide basic project template information including the business unit, project unit, and organization, and to select a project type.

4. Enter a Name and Number for the project template.

5. The following table lists the information you need to provide when creating project templates.

   Option Name	Decision	Notes
   Business Unit	What reference data do I want projects to access?	Selecting a business unit determines which rate schedules, project types, and invoice formats projects can use. It also determines the legal entity and which project and task owning organizations are available for projects.
   Legal Entity	None	Populates automatically based on the business unit you selected. Change this if required.
   Project Unit	What reference data do I want projects to access?	Selecting a project unit determines which class codes, financial and project plan types, project roles, and statuses projects can use. It also determines which transaction types are available for projects.
   Organization	Which project and task owning organization to select?	Selecting a project and task owning organization are used for reporting, security, and accounting. It determines the default organization for the project, quick entry values, and allows transactions.
   Project Type	What is the project type of the project?	Selecting a project type enables you to control basic project configuration options for burdening, billing, capitalization, and project categorization. Note: You can't change the project type after you create a project.

6. Select an Initial Project Status such as Requested.

7. Enter a meaningful Description and click Save and Continue to navigate to the Edit Project Template page.

   Use the Edit Project Template page to review basic template information, access project, financial, and reporting options, and select quick entry fields.

8. In the Edit Project Template page, scroll down to the Quick Entries section.

   Use the Quick Entries section to specify the information that users enter when they create a project using this project template. Quick entry fields allow users to enter certain project information quickly.

9. Click Add Row.

10. Select a value in the Field Name column.

11. If you have selected Classification or Team member as the field name, then select a value in the Specification column.

    • Classification: Select the class category to use when creating the classification.

    • Team Member: Select the project role to use when creating the team member.

12. Enter a field label in the Prompt column.

13. Optionally make this a required field.

14. Scroll up to the Setup Options section.

    Use the Setup Options section to select which sections, such as basic information, financial options, and reporting options, are displayed in the project definition after the project is created.

15. Click Save.