PATH: Administration > Setup > Project > Project template > Open / Add.
Window prjtemplate_edit.psr
Project template tab
Field |
Meaning |
ID |
Creating a project template an ID needs to be assigned which cannot be changed subsequently. |
Description |
Enter a description for this template. |
Work order |
Creating a project in the background a work order is created which will be used for booking project related times. |
Work order item |
The header item of the work order, it may not be a storage related item. |
Work order type |
A production type needs to be defined and assigned to the work order. In this Production type it ins mandatory to activate the switch Project order. It is recommended, to create a separate work order type for this purpose. This makes easier to differentiate this order from other normal work orders such as storage related or sales order related work orders. |
Attachments folder |
Project related documents can be stored in this folder. |
View Zoom |
Zoom factor in %. |
Tasks tab
Various tasks are assigned here to the project template. It is recommended, to define the tasks before in the task catalog.
Function |
Meaning |
Open |
Open the marked task for editing. |
Cancel |
Close the current window without saving changes. |
Add |
Create a new task. |
Remove |
Delete the selected task from the template list. |
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