Setup (General)

Project Templates dialog [Setup > Clients]

Use the
Project Templates
 dialog to add projects to a client during client setup.
The
Project Templates
 dialog opens automatically when you change a client’s entity (in Setup > Clients) to an entity that has project templates assigned to it.
The right pane of the dialog shows the projects that are associated with the entity that you have selected for the client. Use the
Select
 and
Remove
 buttons to add additional projects or remove selected projects. Select
OK
 to add the selected project(s) to the client.

This article applies to:

  • Product: DT Practice