Project Templates
Base & Master Templates are independent from each other. The Base Template contains the base setup for a project, for example the Project Posting Group and the WIP Method. Elements and Activities are optional. You can link a Master Template to a Base Template to create a complete project at once when the Base Template is linked to project.
| Field | Description |
|---|---|
| General | |
| Code | Identifies the template. |
| Description and Description 2 | Describes the base template. |
| Master Template Code | Select a master template from the list to create the Project Tasks. |
| Invoice Template Code | Select an invoice template from the list to set the invoicing method for the Project. |
| Project Posting Group | Select a Project Posting Group for the Project. |
| WIP Method | Select a method to post the Work in Process for the Project. |
| Base for WIP | Select Budget or Forecast as the basis for calculating the Project's WIP value. |
| Search Name | Search name for the template. |
| Project Nos. | Select a number series to be used when a Project is created based on this template. |
| Surcharge Model Code. | Select the Surcharge Model to be used for the Project created based on this template. |
| Force Code to Tasks | When checked the Surcharge Model Code is copied to the Project Task and overrides any Surcharge Model Codes set on the Project Tasks. |
| Control Supply from Project | When checked replenishment orders can only be created from the ProjectPlanning lines. |
| Last Date modified | Shows the date when the base template was last changed. |
| Planning | |
| Scheduling Direction | Select Forward to calculate Project Task starting - and ending dates from the Project Starting date. Select Backward to calculate Project Task starting - and ending dates from the Project Ending date. |
| Starting Point | Select Earliest to schedule parallel Project Tasks as soon as possible. Select Latest to schedule parallel Project Tasks just in time. |
| Base Calendar Code | Select the Calendar Code to be used for the Project created based on this template. |
| Location Code | Select the location code to be used for the Project created based on this template. |
See Also
Feedback
Submit feedback for