Project Templates
Templates are meant to make projects repeatable. When a company regularly runs the same type of projects, or projects with the same structure, that experience and knowledge can be embedded in templates. When creating a new Project, or a Project Quote, templates can be selected to quickly create a project structure.
The following templates can be used:
- Project Templates to define the header for the Project or the Project Quote Version. The Base Template can also hold a Master Template and an Invoice Template.
- Project Task Templates. To define default structures, and the budget. Linked from the Base Template (optional) or can be loaded to build the Project structure in a modular way.
- Invoice Templates. To define the invoicing method for the Project and to set different payment schedules for the fixed price method. Can be linked to the Base Template.
Load Template
You can insert Project Task Templates in a Project Task list with the Load Template action:
- From the Project Tasks Line menu open Functions > Load Template
- A pop-up will ask "Do you want to load a master template?"
- Complete the following fields and confirm with Yes
| Field: | Description: |
|---|---|
| Master Template Code | Select a, released, master template code |
| Load Tasks | Enable this option to load the Project Tasks from the selected master template, default is True |
| Task Starting No. | Specify a starting no. for the new Project Tasks, the first no. will include the step-size |
| step-size Task Nos. | Specify a number as the interval between the new Project Task nos. |
| Load Elements | Enable this option to load the Project Elements from the selected master template, default is False |
| Element Starting No. | Specify a starting no. for the new Project Elements, the first no. will include the step-size |
| step-size Element Nos. | Specify a number as the interval between the new Project Element nos. |
| Load Activities | Enable this option to load the Project Activities from the selected master template, default is False |
| Activity Starting No. | Specify a starting no. for the new Project Activities, the first no. will include the step-size |
| step-size Activity Nos. | Specify a number as the interval between the new Project Activity nos. |
Besides these templates also a Surcharge Model can be selected per Project Task as a template for surcharges like Risk - and Project Management.
To provide different views on the project Elements and Activities can be used to create Cost Breakdown Structures and/or Activity Breakdown Structures for the project.
The use of templates as well as Elements and Activities are optional within JMS.
See Also
Project Templates
Project Task Templates
Invoice Templates
Surcharges
Work Breakdown Structures
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