Contents of the Manage Project Templates Screen
Use the fields and options to configure the Manage Project Templates screen.
Identification
| Field | Description |
|---|---|
| Template ID |
Enter the quick project setup template. IDs for each template must be unique. After you save the record, you cannot edit this field. |
| Description |
Enter a description of the quick project setup template ID. |
FAQ
What is the difference between entering a project in the Manage Project Master Data from Templates screen and entering a project in the Project User Flow screen?
New projects are normally set up on the Manage Project User Flow.
However, if you want more flexibility and control of the project setup data entry (such as which fields are required, which users can make entries in certain fields, and to include a project approval step) you may want to use the Manage Project Master Data from Templates screen. Entering a project on the Manage Project Master Data from Templates screen is optional.
Projects that are set up through the Manage Project Master Data from Templates screen are approved and then imported into the permanent Costpoint project database to become available on the Manage Project User Flow. On the Manage Project User Flow, you continue to enter other project information, such as deliverables, government contract information, and more.
You import projects from the Manage Project Master Data from Templates screen to the Manage Project User Flow on the Import Project Master Data from Templates screen.
After importing, you must run the Update Project Contract and Funded Values and Update Project Period of Performance toolkits. These toolkits update contract and funding values and period of performance dates at each project level in the Project Master.