Setup projects

Assigning entities to a project template

Use the
Associated Entities
 dialog to assign client entities to a project template.
  1. To open the
    Associated Entities
     dialog, choose Setup > Templates > Projects.
  2. In the
    Project Templates
     screen, select the
    Add
     button (for new templates) or
    Edit
     button (to update an existing template).
  3. Select the More button next to the
    Associated Entities
     field.
  4. In the
    Associated Entities
     dialog, select an entity in the left pane and then select the
    Select
     button to assign it to the project template. Use the
    Select All
     button if you would like to assign all entities to the template. Select the
    Remove
     button to remove any entities that you do not want to assign to the template.
  5. Select
    OK
     to save your changes and close the dialog.
  6. Select the
    Enter
     button to save the project template.
When you assign an entity to a client during client setup (Setup > Clients), the application will prompt you if projects are associated with the entity. You can then choose whether or not to assign the associated projects and/or additional projects to the client.

This article applies to:

  • Product: DT Practice