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Project Management - Templates

Projects in Time offer an extensive list of attributes to help define and manage your projects. Each project is manageable through project templates where you can pre-define properties, issues and assignments for any type of project. For each project template you can define subprojects to further organize the areas in your project.

To use projects you must activate projects in the Firms tab of the Company Profile. For more information, see Activating Projects.

The following descriptions outline the Project Management dialog accessible from the menu Setup | Project Management. Use this dialog to set up your Project Templates.

Project Templates

Project Template No.

Use the drop-down menu to select an existing project template to edit. You can use the scroll buttons (|<, <, >, >|) to navigate between the first, previous, next, or last project in the available templates.

New

Use this button to create a new project template. First, specify the project template identifier in the text box and click "New" to start creating a new project template.

Delete

Use this button to delete an existing project template. First, select an existing project template from the drop-down menu and then click "Delete" to delete the template.

General Information

Type

Type of project template.

Description

Enter a description for the template in use. Click the Memo button to add additional notes.

Status

Status of the template. Click the Status button to enter customized status types.

In Charge / Team Leader

Default person responsible for the project and default person responsible for management of the project.

Note: When you change the staff members in these fields a prompt appears with the option to "Remove staff xx from the selected staff for the Project Template. Y/N?".

If you select yes, the previous staff member is unassigned from these fields and unassigned from the project template.
If you select no, the previous staff member is unassigned from these fields but remains assigned to the project template. Staff members who are assigned to the project template appear in the Staff tab under "Selected Staff".

Year

Relevant year for the project. If your template is for generic use then leave this field blank.

Dates

Specify the relevant period for the project in the template or in the specific project. Dates follow the format DAY/MONTH/YEAR (DD/MM/YYYY). See the notes section below if you are editing dates for project templates with existing subproject templates or client projects.

Start Date

Default start date of the project. This field is automatically set to the day the template is created. This field cannot be empty.

Due Date

Default due date.

Completion

Actual completion date of the template.

Software Solution

Applicable software in use for the project template.

Budget Hours

Default budget hours for the project template.

Budget Amount

Default budget amount for the project template.

Contract Amount

Default contract amount for the project template.

SubProj Template

If you are using subprojects, click this button to set up subproject templates for the current project template. A new dialog opens, similar to the project management dialog, to create subproject templates. For more information, see Subproject Management - Templates.

If subprojects are not activated, then this button appears grayed out.

Note: When editing project template dates you have the option to modify dates for subproject templates, client projects and client subprojects as well. Ensure dates are valid with respect to these other project areas:

Start date: Project template start dates must occur earlier than due dates, completion dates and WIP/RC transaction dates for all other project areas. The start date must occur on or earlier than other project areas.
Due date: Project template due dates must occur later than start dates and must occur on or earlier than due dates for all other project areas.
Completion date: Project template completion dates must occur later than start dates and WIP/RC transaction dates for all other project areas. The completion date must occur on or later than other project areas.