Administration > Setup > Project > Project template > Edit project template - robinfeng/beashelp GitHub Wiki

Project template tab Field Meaning ID Creating a project template an ID needs to be assigned which cannot be changed subsequently. Description Enter a description for this template Work order Creating a project in the background a work order is created which will be used for booking project related times. Work order item The header item of the work order, it may not be a storage related item. Work order type A production type needs to be defined and assigned to the work order. In this Production type it ins mandatory to activate the switch Project order. It is recommended, to create a separate work order type for this purpose. This makes easier to differentiate this order from other normal work orders such as storage related or sales order related work orders. Attachments folder Project related documents can be stored in this folder. View Zoom Zoom factor in %

Tasks tab Various tasks are assigned here to the project template. It is recommended, to define the tasks before in the task catalog. Button Meaning Edit Open the marked task for editing End Close the current window New Create a new task Delete Delete the selected task from the template list Save sorting Select tasks with mouse click, hold the key to move the tasks. (Drag&Drop) Click the button to save the sorting.

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