Documentation Index

Fetch the complete documentation index at: https://docs.staedean.com/llms.txt

Use this file to discover all available pages before exploring further.

Project template

Prev Next

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.