Project templates and project task templates are independent from each other. A project template contains the project setup, for example the posting group and the WIP method. Elements and activities are optional. You can link a project task template and an invoice template to a project template to create a complete project at once.
General
Field | Description |
|---|---|
Code | Identifies the template. |
Description and Description 2 | Describes the project template. |
Project Task Template Code | Select a project task 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. |
Project 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 use when a project is created from this template. |
Surcharge Model Code | Select the surcharge model to use for the project created from this template. |
Force Code to Tasks | When selected, the surcharge model code is copied to the project task and overrides Anywhere Mobility Solutions surcharge model codes set on the project tasks. |
Control Supply from Project | When selected, replenishment orders can only be created from the ProjectPlanning lines. |
Last Date Modified | Shows the date when the project template was last changed. |
Planning
Field | Description |
|---|---|
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. |
Project Calendar Code | Select the calendar code to use for the project created from this template. |
Location Code | Select the location code to use for the project created from this template. |