Related Topics
Use this section to view special topics related to New Project Setup from Templates.
- Related Topics:
- Why Use New Project Setup from Templates?
You can leverage the screens in New Project Setup from Templates in standardizing and automating your process of setting up projects in Costpoint. Defining and utilizing templates in project setup eliminates the need for duplicate data entry, saves time, and reduces inconsistencies in data entered between projects. - Overview of New Project Setup from Templates
Project setup from templates allows control of the data entry requirements by defining templates for different types of projects and the user roles that may enter the data. Once the templates are defined, you can use them on the Manage Project Master Data from Templates or Create Projects from Templates screen to set up new projects. - Other Project Setup Options
This topic provides an overview on the following project setup options: manual entry, cloning, Mass Add Project Master Data screen, and Import Project Master Data screen. - Pros and Cons of the Different Project Setup Options
Every process has its advantages and disadvantages. Use the following information in selecting the process that can help you efficiently and accurately set up your Costpoint projects.
Parent Topic: New Project Setup from Templates