Project Template properties and options

Select this checkbox if you want to include the current issue during Roll Forward of select issues. Only issues (with this checkbox selected) are included if you specified the option 'Issues with Roll Forward option selected' under Client Project Options of project template roll forward setup. See the Issues option under the section Client Project Options here.

Tip: You can email details related to an issue by right-clicking an issue and selecting the option Send as Email. For details see here.

A list of staff members assigned to the project template.

• Assign

  Select the appropriate staff members from "All Staff" and click to assign the selected staff to the project template.

• Un-Assign

  Select the appropriate staff members from "Selected Staff" and click to un-assign the selected staff from the project template.

• Select All / Deselect All

  Use these buttons to select or deselect all entries in the "All Staff" window.

Note: Keyboard controls (shift and ctrl) are available to select staff members as well. To select multiple staff members in sequence select the first staff member, hold down the Shift key, and select the last staff member in sequence. To select multiple staff members not in sequence select each staff member while holding down the Ctrl key.

Use the drop-down menu for "Filter Client Project staff list by" to specify the type of filter you want to apply to the staff list that appears in the client project area.

• All staff

  Select this option to display all firm staff members in the staff list of the client project area.

• Staff assigned to Project template

  Select this option to display only the firm staff members assigned to the project template in the staff list of the client project area.

• Staff assigned to client

  Select this option to display only the firm staff members assigned to the client in the staff list of the client project area.

• Staff assigned to client and Project template

  Select this option to display only the firm staff members assigned to either the project template or assigned to the client in the staff list of the client project area.

  If you assign or un-assign a staff member to a project template (with existing client projects) a prompt appears with the option to "Assign/Un-assign staff to all Client Project Y/N?".

• If you select yes, that staff member is, assigned to, or un-assigned from, all client projects under the project template.
• If you select no and are assigning, that staff member is assigned to only new client projects created from the project template, but does not get assigned to any existing client projects.
• If you select no and are un-assigning, that staff member remains assigned to all client projects but is not assigned to any new client projects created from the project template.

Client project numbers are unique identifiers for each client project. Each client project uses the same numbering convention as the project template it inherits from. Specify either system generated number or use a user-defined project number mask.

Note:

You can specify different project numbering conventions for each project template by selecting the option "Change Project numbering option per Project Template" in the Company Profile | Project tab. The client project numbering area cannot be modified unless you enable the "Change Project No option per Project Template".

• System generated number

  This option generates unique client project numbers sequentially based on the next available number. When you create a client project (that is, assign a client to a project template), the next available number among the existing client project numbers gets assigned to the new client project.

• Project No. mask

  The project number mask supports up to three unique identifiers with the option to specify separators (delimiters) between each identifier.

  To ensure each client project number is unique you must, at minimum, specify the following identifiers:

• Client No. AND Project Template No., OR
• Project Template No. AND Generated number

For more information on supported identifiers and separators (delimiters) see their corresponding sections in the topic Company Profile - Project tab.

Note: If you are using a Year as an identifier ensure that there is either a year associated with the project template, a default year in the Company Profile or a default mask year.

• Update

  If you decide to switch between client project numbering options while you have existing client projects, use the Update button to apply the new numbering convention to all client projects.

  Note: If you are changing the project numbering defaults per template while you have existing client projects, be aware of the system changes that may have to be made. For more information, see Automatic Project Numbering Behavior.

A list of clients in the firm.

• Filter (button)

  Click the Filter button to refine your list of clients. You can filter your list based on various client properties. See Client Filter for more information.

A list of clients assigned to selected project templates. A project number is generated for the assigned client.

• Assign

  Select the appropriate contacts from "All Clients" and click to assign the selected client to the project template.

• Un-Assign

  Select the appropriate contacts from "Selected Clients" and click to un-assign the selected client from the project template.

• Select All / Deselect All

  Use these buttons to select or deselect all entries in the "All Clients" window.

Select one of the following options to specify when project roll forward occurs. Additional options are available under Template Options, Client Project Options and Budget Amounts Options. These additional option areas are available based on your selections for Process and Process For.

• No Roll Forward

  Do not roll forward client projects or project templates at any time. If selected, all options are grayed out.

• At Year End

  During year end close, you can verify which client projects and project templates to roll forward. All project options require your confirmation in the Year End Close wizard prior to processing. From the year end close wizard, you can select to roll forward based on the options specified here (under project management setup) or alter project roll forward options from the wizard.

  A full list of year end project options are available here. To access the Year End Close wizard select File | Year End Close.

• Change status to Completed

  Each time you mark the status of a client project and/or project template as complete, you are presented with the Project Roll Forward wizard dialog. At this time, your client project or project template begins the roll forward process. Each wizard dialog verifies the details you specified in the relevant Options areas.

  You can change the roll forward options as needed (changing options in the wizard does not affect your defaults in the Roll Forward tab).

• Manually Processed

  Roll forward client projects and/or project templates manually at any time. If selected, you can click the Roll Forward button to access the Project Roll Forward wizard dialog.

• You can change the roll forward options as needed (changing options in the wizard does not affect your defaults in the Roll Forward tab).

Select to roll forward project templates only, client projects only, or both. Depending on your selection, the areas for Template Options, Client Project Options, and Budget Amounts Options become available.

Note: The Process For option "Client Project Only" is not available if the project template defines a year in the Year field.

Template roll forward options apply to dates and issues. These options are only relevant when you are processing for "Template and Client Project" or "Template Only".

• Increase dates

  Select the checkboxes for Start Date and Due Date as appropriate. Each of the selected date types increment to the next year when templates are roll forward.

  The Year is automatically checked or unchecked based on whether a year is assigned for project template, client project or neither. You cannot modify this option when manually processing or processing when status of template changes to completed:

Project Template Year	Client Project Year	Roll Forward behavior for Year
Yes	No	Automatically checked
No	No	Automatically checked
No	Yes	Automatically checked

• Issue

  Select to roll forward All issues or Issues with Roll Forward option selected. You can select the roll forward option for a specific issue from the Issues dialog (for more information, see Description section under Roll Forward here).

Client project roll forward options apply to specific client projects, dates, issues, notes and budgets. These options are only relevant when you are processing for "Template and Client Project" or "Client Project Only".

• Client Project to roll forward

  Select to roll forward either All or only Selected client projects.

  If you choose Selected, a Client Project button appears. Click this button to access the "Project to Roll Forward" dialog and select the individual client projects you want to include in the roll forward.

• Increase dates

  Select the checkboxes for Year, Start Date and Due Date as appropriate. Each of the selected date types increment to the next year when client projects are roll forward.

• Issue

  Select to roll forward All issues or Issues with Roll Forward option selected. You can select the roll forward option for a specific issue from the Issues dialog (for more information, see Roll Forward under Description section here).

• Notes

  Select the Roll Forward checkbox to include any notes in the roll forward.

• Budgets

  Select client project roll forward behavior for budget details. Delete budget detail in the Roll Forward Project resets all budget details after the client project has roll forward. Leave budget detail in the Roll Forward Project copies all budget details to the client project on roll forward.

Budget Amounts roll forward options enable you to increase budget amounts. This option is relevant for all processing types.

• Add a percentage increase to the budget amounts

  When selected, the "Budget amounts without detail" option becomes active. At this point, you can add a percentage increase to the budget for projects on roll forward. As staff and work code rates increase from year to year, your budget amounts will reflect this increase.

• Budget amounts without detail

  Enter a percentage for budget amounts to be increased after roll forward.