---
title: "Project template"
slug: "bc-project-template"
updated: 2026-06-25T09:59:11Z
published: 2026-06-25T09:59:11Z
canonical: "docs.staedean.com/bc-project-template"
---

> ## 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

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. |

## Related

- [Project templates](/bc-project-templates.md)
- [Project task template](/bc-project-task-template.md)
- [Invoice template](/bc-invoice-template.md)