Create a project template task

1. Go to the Project templates (PM208000) window.

2. Click .

3. In the Template ID field, select the template you want to create a task for.

4. In the Task ID field, enter an ID for the new template task.

5. In the Description field, enter a short description for your task.

6. Go to the General settings tab.

7. In the Invoicing option field, click the drop down and choose between:

   • By invoice period
   • On task completion
   • On project completion

8. Click .

Use the other tabs to customise your new project template further.

Related pages

Concepts

• About allocating transactions
• About the calculation of task completion percentage
• About project invoicing
• About templates for projects and tasks

Tasks

• Save a project as a template
• Create fixed-price projects
• Create a project
• Create a project task

Windows

• Projects (PM301000)
• Project templates (PM208000)
• Project tasks (PM302000)