This article covers the set-up of a typical hourly or time and materials project from end to end with milestones, tasks, dates, resources, straight time/overtime rates, expense budgets, planned resource efforts and customer purchase orders. It assumes a project template was created in advance to speed up the procedure.
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)