Define project templates

Objective

The Define Project Templates function is used to create templates of activities and phases for various regularly managed types of projects.

Creating a project template makes it easier to create future projects because the list of activities and phases has already been defined.

 

prerequisites

 

Icons

 

Summary

 

Steps

 

maestro* > Projects > Maintenance > Projects > Define Project Templates

 

Create a Project Template

  1. Enter the required information in the tab:
  1. section:
  1. Accounts section: This section is used to enter a default general ledger account for each of the expense types (Material, Subcontractors, Miscellaneous, Labour and Equipment), A/R revenue (Revenues), that affect all activities, and for A/R, that affect the project.
  2. section: This section displays all activities and phases created for the template, as well as general ledger accounts to be charged for each activity or phase, according to the various expense groups.
  1. Groups tab: This function is used to limit access to expense and revenue groups for all activities, if the box is checked.
  2. Click Save.
 

You can synchronize the changes made to templates in existing projects by clicking on the Synchronize projects linked to the project template icon. For additional information, refer to the section on this topic.

 

Import General Ledger Accounts

  1. Click on the Import GL Accounts icon. A list of all general ledgers is displayed.
  2. Select one or many accounts. To make a multiple selection, hold down the Ctrl key.
  3. Click on Select. Selected accounts are displayed in the Activities section of the project template.
  4. Click on Save.

 

Synchronize projects linked to template

Click the icon to synchronize activities and groups. The user can choose the desired level of synchronization.

To synchronize a template with the projects:

  1. Select a template on the screen.
  2. Click the Synchronize projects linked to templates icon.
  3. Select the synchronizations to be performed. Projects that are linked to the project template are synchronized in three steps:

 

See also

 

Last modification: March 19, 2025