You can add a new item using an item template. Choose the type of item that you want to create and then select the template from a list of templates. Finish entering summary details using the New Investment dialog box.
To add a new item from a template
- Open the Projects module.
- Select an item in the items tree under which you want to add an item. Right-click and select New Investment from Template.
- In the New Investment from Template dialog box, select the item type, an item template, and (if the template contains a task plan) the date on which starting and ending dates will be based.
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Click Save
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