Project Set-up – Worked Example T&M Project

1. Create Project from Template #

This step assumes that you created a project template ahead of time. From menu Projects > List Projects select the Create from Template from the “more” toolbar button menu.

Select a template from the sub-menu (list of template projects in your library).

Use a consistent naming convention for templates if you have several in your company so people can find them (e.g. fixed vs. hourly)