Adding an item template

Item templates can save users in your organization time, by allowing them to quickly create a new item pre-loaded with default values, associated documents and log types, and pre-defined task plans.

To add an item template

  1. Open the Projects module.
  2. Right-click and select Manage Templates to open the Manage Templates dialog box.
  3. In the Manage Templates dialog box, click New Investment from Template.
  4. In the New Investment dialog box, select the item type.
  5. On the Summary tab, name and describe the item. If your organization has added custom tabs, complete the information required for each of them (if required).
  6. Click Save Save.