MANAGE PROJECT TEMPLATES

Use this screen to create templates that control the data entry required when you enter a new project on the Manage Project Master Data screen or the Create Projects screen.

Quick project templates let you have different data entry requirements for different projects and user roles. Templates allow you to have various users, such as project managers and accounting staff, each entering only project setup information that is appropriate for them to enter.   

When you create a quick project setup template, you specify the following for the Manage Project Master Data screen:

• Fields that require data entry.

• The default value that populates a field.

• The user role required to make an entry in a field.

Using quick project setup templates is optional. To use templates, select the Use Quick Project Templates check box on the Configure Project Settings screen.

After you create project setup templates, when you enter a new project on the Manage Project Master Data screen or the Create Quick Projects screen, you start by selecting a project setup template ID.

At any time, you can make changes to a quick project setup template. These changes take effect the next time you select the template ID on the Manage Project Master Data or Create Quick Projects screens.

This screen has five tabs:

• Use the Basic Info tab to determine the data entry requirements for the Basic Info tab on the Manage Project Master Data scree

• Use the Revenue Info tab to specify the user's required role for entering a revenue formula on the Revenue Info tab on the Manage Project Master Data screen.

• Use the Billing Info tab to specify the user's required role for entering a billing format and billing formula on the Billing Info tab on the Manage Project Master Data screen.  

• Use the Modifications tab to specify the user's required role for entering modifications for signed and funded values, as well as period of performance on the Modifications tab on the Manage Project Master Data screen.

• Use the Notes tab to specify the user's required role for entering notes for a project on the Notes tab on the Manage Project Master Data screen.  

Use this screen only if you selected the Use Quick Project Templates check box on the Configure Project Settings screen.

If you use quick project setup templates, you must set up templates in the Enter/Manage Quick Project Template screen before you use the Manage Project Master Data or Create Quick Projects screens.

Location

Identification

Template ID

Enter the quick project setup template. IDs for each template must be unique. After you save the record, you cannot edit this field.

Description

Enter a description of the quick project setup template ID.

• Table Information

  Changes to this screen update the QPROJ_TEMPLATE (Quick Project Setup Template) table.

• FAQs

  What is the difference between entering a project in the Manage Project Master Data screen and entering a project in the Project User Flow screen?

  New projects are normally set up on the Manage Project User Flow.

  However, if you want more flexibility and control of the project setup data entry (such as which fields are required, which users can make entries in certain fields, and to include a project approval step) you may want to use the Manage Project Master Data screen. Entering a project on the Manage Project Master Data screen is optional.

  Projects that are set up through the Manage Project Master Data screen are approved and then imported into the permanent Costpoint project database to become available on the Manage Project User Flow. On the Manage Project User Flow, you continue to enter other project information, such as deliverables, government contract information, and more.

  You import projects from the Manage Project Master Data screen to the Manage Project User Flow on the Import Project Master Data screen.

  After importing, you must run the Update Project Contract and Funded Values and Update Project Period of Performance toolkits. These toolkits update contract and funding values and period of performance dates at each project level in the Project Master.