About templates for projects and tasks

• You can create a template based on an existing project.

• In the Projects (PM301000) window, select a project that is a typical project of specific type and click Create template from the Actions menu.

• A template will be created with all the tasks that were included in the project.

• You can modify the created template as you want. You can delete some of the tasks and add new tasks.

You can create project templates from scratch by using the Project templates (PM208000) window.

When you create a project template, you can specify as many settings as you want, including the following:

• General settings:
  
  The broad information about the projects, including the default account and subaccount, default accrual account and subaccounts, and invoicing period. In the Status field, you can specify whether the specific project template is available for creating new projects.
  
  You can create projects only by using project templates with the Active status.
• Visibility settings:
  The list of the workspaces where the projects based on this template will be visible.
• Template tasks:
  The tasks to be included in the projects based on this template.
  Tasks for the project template can be added by using the Project template tasks (PM208010) window.
• List of employees:
  
  The employees who will work on the projects and the project manager who will be monitoring projects of the type.
  
  You also specify labour items and hourly rates for employees working on this project.
  
  Also, you can specify whether only the listed employees can work for the project.

A project template may include tasks that are actually templates of tasks that can be included in projects based on the template.

You can add task templates to the project template.

You add the tasks to the project template and specify the settings for these tasks by using the Project template tasks (PM208010) window.
When you create a new template task, you can specify whether it is automatically included in all projects based on the project template.

Template task settings include the following:

• General settings are overall information about the task, including approver, VAT category, default subaccount, and invoicing period.
  The general settings also include Visibility settings, the list of the workspaces in which this project task must be visible.
  You can make tasks visible only in the workspaces in which the parent project is visible; the scope for the task cannot be wider than the scope for the project.
• Recurring invoicing can be used to implement the flat-price scenario with recurring payments when your future project uses flat rates for services or products you provide to your customer regularly.
  For more information about recurring invoicing, see: About project invoicing

When you create a new project based on a project template, you can add to the new project any of the tasks associated with this project template and any of the existing common tasks.

Common tasks are also templates of tasks, but they are not linked to any specific project template and, as such, can be added to any new or existing project.
You can create common tasks with the help of the Common tasks (PM208030) window.
Generally, you provide the same types of settings for common tasks as for the template tasks: general, budget, and recurring invoicing settings.