Costpoint Online Help

Manage Project Master Data from Templates

Use this screen to request and approve a new project.

Entering a project in the Manage Project Master Data from Templates screen allows you to have an approval step before the project becomes available on the Manage Project User Flow screen. Entering a project using the Manage Project Master Data from Templates screen is optional.

When you use the Manage Project Master Data from Templates screen, you use quick project templates. Templates enable you to require that users have a certain role to enter quick project information. For example, you can require that a project manager initiate the project setup and enter customer and basic project information; an accounting person completes the billing and revenue information and approves the project.

Quick project templates also let you determine default values for fields and whether entry is required for a field. You can create multiple quick project templates to use for different types of projects, project managers, or departments.

In the Manage Project Master Data from Templates screen, you can enter a project at any project level. When you import it using the Import Project Master Data from Templates screen, all higher project levels are created. For example, if you enter project 1003.02.005 — when you import the project, Costpoint creates project numbers 1003 and 1003.02. Importing removes the project from the Manage Project Master Data from Templates screen and makes it available on the Manage Project User Flow screen.

Note: Alternatively, you can use the Create Projects from Templates screen to build all levels of a new project. After you generate the quick project, you can open it in the Manage Project Master Data from Templates screen to enter additional information and approve it.

Tabs

The Manage Project Master Data from Templates screen has five tabs:

  • Basic Info: Use this tab to enter basic elements of a project, such as project manager, customer, project type, and charging criteria.
  • Revenue Info: Use this tab to enter a revenue formula for the project.
  • Billing Info: Use this tab to enter a billing format and formula for the project.
  • Modifications: Use this tab to enter all modifications for signed and funded value, as well as period of performance.
  • Notes: Use this tab to enter additional information for the project.
Note: If you use roles for a quick project template, users cannot save a quick project until all of the fields assigned to their role have been completed.
Attention: To know more about the advantages of using screens in the New Project Setup from Templates application group over other project setup options, see related topics here.