to select, the role that a user must have to enter a project on the Manage Project Master Data screen for this template ID.Use this tab to determine the data entry requirements for the Basic Info tab of the Manage Project Master Data screen for this template ID.
Select the Required check box to require entry in a field.
Enter a value in the Default Value field if you want a default value to populate a field.
If you use roles, you can enter a user's required role for entering in a field on the Manage Project Master Data screen. If you leave the Role field blank, any user can enter the information in that field.
Choose a default source for the default value for the Account Group and Owning Organization fields.
If you use quick project templates on the Manage Project Master Data screen, complete the setup in this tab before you enter projects on the Manage Project Master Data screen or the Create Projects screen.
If you use roles, enter, or click to select, the role that a user must have to enter a project on the Manage Project Master Data screen for this template ID.
If you leave the Role field blank, any user can enter a project.
If you use roles, enter, or click to select, the role that a user must have to enter a project name on the Manage Project Master Data screen for this template ID.
If you leave the Role field blank, any user can enter a project name.
Select this check box to require the entry of a project abbreviation on the Manage Project Master Data screen for this template ID.
If you use roles, enter, or click to select, the role that a user must have to enter a project abbreviation on the Manage Project Master Data screen for this template ID.
If you leave the Role field blank, any user can enter a project abbreviation.
Select this check box to require the entry of a project manager on the Manage Project Master Data screen for this template ID.
If you would like a specific project manager to default in the Project Manager field on the Basic Info tab of the Manage Project Master Data screen for this template ID, enter it or click to select it here.
Users can change the default entry on the Basic Info tab of the Manage Project Master Data screen as needed.
If you use roles, enter, or click to select, the role that a user must have to enter a project manager on the Basic Info tab of the Manage Project Master Data screen.
If you leave the Role field blank, any user can enter a project manager.
Select this check box to require the entry of a customer on the Manage Project Master Data screen for this template ID.
To have a specific customer default in the Customer field on the Basic Info tab of the Manage Project Master Data screen for this template ID, enter it or click to select it here.
Users can change the default entry on the Basic Info tab of the Manage Project Master Data screen as needed.
If you use roles, enter, or click to select, the role which a user must have to enter a customer on the Basic Info tab of the Manage Project Master Data screen.
If you leave the Role field blank, any user can enter a customer.
Select this check box to require the entry of a prime contract number on the Basic Info tab of the Manage Project Master Data screen for this template ID.
To have a specific prime contract number default in the Prime Contract No field on the Basic Info tab of the Manage Project Master Data screen, enter it here.
Users can change the default entry on the Basic Info tab of the Manage Project Master Data screen as needed.
If you use roles, enter, or click to select, the role that a user must have to enter a prime contract number on the Basic Info tab of the Manage Project Master Data screen.
If you leave the Role field blank, any user can enter a prime contract number.
Select this check box to require the entry of a subcontractor number on the Basic Info tab of the Manage Project Master Data screen for this template ID.
To have a specific subcontractor number default in the Subcontract No field on the Basic Info tab of the Manage Project Master Data screen, enter it here.
Users can change the default entry on the Basic Info tab of the Manage Project Master Data screen as needed.
If you use roles, enter, or click to select, the role that a user must have to enter a subcontractor number on the Basic Info tab of the Manage Project Master Data screen.
If you leave the Role field blank, any user can enter a subcontractor number.
Select this check box to require the entry of a purchase order number on the Basic Info tab of the Manage Project Master Data screen for this template ID.
To have a specific purchase order number default in the Purchase Order No field on the Basic Info tab of the Manage Project Master Data screen, enter it here.
Users can change the default entry on the Basic Info tab of the Manage Project Master Data screen as needed.
If you use roles, enter, or click to select, the role that a user must have to enter a purchase order number on the Basic Info tab of the Manage Project Master Data screen.
If you leave the Role field blank, any user can enter a purchase order number.
Select this check box to require the entry of a project type on the Basic Info tab of the Manage Project Master Data screen for this template ID.
To have a specific project type default in the Project Type field on the Basic Info tab of the Manage Project Master Data screen, enter it here.
Users can change the default entry on the Basic Info tab of the Manage Project Master Data screen as needed.
If you use roles, enter, or click to select, the role that a user must have to enter a project type on the Basic Info tab of the Manage Project Master Data screen.
If you leave the Role field blank, any user can enter a project type.
Select this check box to require the entry of a project classification on the Basic Info tab of the Manage Project Master Data screen for this template ID.
To have a specific project classification default in the Project Classification field on the Basic Info tab of the Manage Project Master Data screen, select it from the drop-down list.
Users can change the default entry on the Basic Info tab of the Manage Project Master Data screen as needed.
If you use roles, enter, or click to select, the role that a user must have to enter a project classification on the Basic Info tab of the Manage Project Master Data screen.
If you leave the Role field blank, any user can enter a project classification.
Select this check box to have the Active check box default as selected on the Basic Info tab of the Manage Project Master Data screen for this template ID.
Users can change the default entry on the Basic Info tab of the Manage Project Master Data screen.
If you use roles, enter, or click to select, the role which a user must have to choose whether a project is active or not on the Basic Info tab of the Manage Project Master Data screen.
If you leave the Role field blank, any user can choose whether a project is active or not.
Select this check box to have the Allow Charging check box default as selected on the Basic Info tab of the Manage Project Master Data screen for this template ID.
Users can change the default entry on the Basic Info tab of the Manage Project Master Data screen.
If you use roles, enter or click to select, the role which a user must have to chose whether charges can be applied to a project on the Basic Info tab of the Manage Project Master Data screen.
If you leave the Role field blank, any user can choose whether charges are allowed.
Select this check box to require the entry of an account group on the Basic Info tab of the Manage Project Master Data screen for this template ID.
Select the place from which you want the default account group to be retrieved for this template ID. Valid options are:
None — No account group defaults.
Enter default here — Use the account group default value from the Default Value field in this tab.
Account Group Mapping — Use the account group defaults from the Manage Project Account Group Mappings screen.
Project Settings — Use the account group defaults from the Quick Project Defaults block of the Configure Project Settings screen.
If you selected Enter default here in the Default Source field on this tab, enter, or use to select, the default account group for the Basic Info tab of the Manage Project Master Data screen.
Users can change the default entry on the Basic Info tab of the Manage Project Master Data screen as needed.
If you use roles, enter, or click to select, the role that a user must have to enter an account group on the Basic Info tab of the Manage Project Master Data screen.
If you leave the Role field blank, any user can enter an account group on the Basic Info tab of the Manage Project Master Data screen.
Select this check box to require the entry of an owning organization on the Basic Info tab of the Manage Project Master Data screen for this template ID.
Select the place from which you want the default owning organization to be retrieved for this template ID. Valid options are:
None — No owning organization defaults.
Enter default here — Use the owning organization default from the Default Value field in this tab.
Organization Mapping — Use the owning organization defaults from the Manage Project Organization Mappings screen.
Project Settings — Use the owning organization defaults from the Quick Project Defaults block of the Configure Project Settings screen.
If you selected Enter default here in the Default Source field, enter, or click to select, the owning organization default value for the Basic Info tab of the Manage Project Master Data screen.
Users can change the default entry on the Basic Info tab of the Manage Project Master Data screen as needed.
If you use roles, enter, or click to select, the role that a user must have to enter an owning organization on the Basic Info tab of the Manage Project Master Data screen.
If you leave the Role field blank, any user can enter an owning organization.
Select this check box to have the Use Top Level Work Force check box selected by default on the Basic Info tab of the Manage Project Master Data screen for this template ID.
Users can change the default entry on the Basic Info tab of the Manage Project Master Data screen.
If you use roles, enter, or click to select, the role which a user must have to enter whether to use the top level of this project for work force validation on the Basic Info tab of the Manage Project Master Data screen.
If you leave the Role field blank, any user can enter whether to use the top level of this project for work force validation.