• Project Templates
  • About Project Templates
  • Setting up Project templates
  • Adding a Project Template
  • Project Template properties and options
  • Deleting Project Templates
  • Adding a SubProject Template
  • Subproject Template properties and options
  • Deleting SubProject Templates

Adding a Project Template

Project templates enable you to quickly create client projects populated with general engagement details such as budgets, issues, and staff assignments. Templates can represent general services provided by your firm or more granular engagement tasks.

Note: For Time users with Cloud Integration enabled, this operation can only be performed from Time.

Prerequisites

• Projects must be activated from the Company Profile to use this feature.

 With Protection activated, you require the following right in the file

• Project Template: Create/Delete under the Setup: Project category

If Cloud Integration is enabled,

You must be Online to perform this operation. When you are Offline, this operation is disabled.

Procedure

1. Access the Project Management dialog from the menu Setup | Project Management.

2. Specify a Project Template No.

   Enter an alphanumeric value up to fifteen (15) characters long. Avoid using the characters *, ? and " in the identification.

   Note: If the form is empty you can enter one immediately, otherwise click New to clear the dialog first.

3. Use the Description field to specify a service category such as auditing.

4. Complete the remaining Project Template fields. Use the tabs in this dialog to file other general project details for this template.

   

   >>Quick Reference

   1. Issues

      Issues are defined tasks for a given project. When you create a Project Template, issues are generic items that apply for the specific project type. You can apply default issues for each project type and assign the issue to staff as necessary once the project starts.

   2. Staff

      You can assign staff to project templates and to client projects. Assigning staff to project templates offers you a default set of staff members that are assigned to the client projects you create based on this project template.

   3. Clients

      You can assign multiple clients to use a project template. Assigning a client to a project template creates a custom project for that specified client.

   4. Roll Forward

      Roll Forward enables you to expedite the process of creating projects and setting their default attributes for subsequent project cycles. Use this feature to automatically create project templates or client projects for the next project cycle based on existing project templates or client projects.

5. Click Close to finish or New to add another project template.

    Note: If Cloud Integration is enabled and you are working Online, then a merge is automatically performed with CaseWare Cloud immediately after this step.

Results

After setting up a project template, you can proceed to adding subproject templates or creating client projects.