Creating Project Templates

Use the following procedure to create a project template.

Select Go To > Projects.

Involves a group working as a team to complete a long-term project that involves multiple component tasks. Manager window click the New Project drop-down menu button and select New Template.

The Project Templates Properties dialog box opens.

NOTE: The settings you configure in the template are used when an opportunity is created based on the template. Carefully consider the settings, for example, the Acct. Manager becomes the default owner and therefore the default Manager of the opportunity. Users can change the settings as they create the opportunity.

Complete the fields as needed.

○ Template Name. Type the name of the template or select a name in the F2 Lookup Special type of browse window that can be customized to contain frequently used or code-specific entries. Security options can control F2 lookups to ensure user input and allow standardization of data. list.

○ Manager. Select the user or user group in the drop-down list.

○ Code. Type or select a code in the F2 Lookup list.

○ Status. Type or select the starting status for the opportunities created using this template.

○ Stage. Type or select the beginning stage for the opportunities created using this template.

○ Source. Type or select the source of the opportunity.

○ Number of days to complete. Type or select the number of days needed to complete the project.

○ Task dates to be based. Select the date entered for tasks set up for the project. This date appears in both the Start Date and End Date fields of the Task dialog box.

Click OK to save and close.