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Managing PM Template Phases

The PM Template Phases form allows users to create templates with a list of phase codes and cost types that are commonly used in projects. This is for standardizing project setups and ensuring consistency across similar projects.

Before you start​

  • The PM Template Phases are set up before attempting to copy them to a project.

Steps​

  1. Open thePM Template Phasesform.
  2. Create a new template by entering a description for the template.
  3. In the bottom half of the form, add the phase codes and cost types that should be included in the template.
  4. Save the template for future use.
  5. To apply a template to a project, use thePM Copy Templateform.
  6. Select the desired template and the project to which you want to apply it.
  7. Click the copy button to add all phases and cost types from the template to the selected project.
  8. Review the phases in thePM Project Phasesform and adjust any amounts as necessary.

Notes​

  • Be cautious when copying templates to the correct phases and cost types are applied to the intended project.