Setup projects

Setting up project template recurrence and generation options

Use the
Recurrence
 dialog to specify recurrence rules, dates, and generation options for a project template.
To set up the template’s recurrence and generation options, follow these steps.
  1. To open the
    Recurrence
     dialog, choose Setup > Templates > Projects, select the
    Add
     button (for a new template) or
    Edit
     button (for an existing template), and then select the button.
  2. Frequency: Select a recurrence from the
    Pattern
     drop-down list and then specify a due date using the options below the list.
    note
    • The due date options below the
      Pattern
       field change depending on the recurrence you select.
    • If you select
      None
       for the recurrence, no due date options are available.
    • If you select
      Periodic
       for the recurrence, you must select at least one month from the drop-down list and enter a day of the month in the field provided.
    You can optionally mark one or both of the following checkboxes for due date adjustments:
    • Must occur on weekdays:
       Mark this checkbox to have a project’s due date that falls on a weekend adjusted to the following weekday.
    • Base on Client fiscal year ends:
       Mark this checkbox if you want the project’s due date to be based on the client’s fiscal year end date.
  3. Target dates:
    • Start:
       To specify the project’s target start date, complete the
      month(s)
       and/or
      day(s)
       fields, and then select
      Before due date
       or
      After received date
       from the drop-down list.
    • Complete:
      To specify the target completion date, complete the
      month(s)
       and/or
      day(s)
       fields, and then select
      After received date
       or
      Before due date
       from the drop-down list.
  4. Expiration: Select the
    End after
     option and enter the number of occurrences in the field to generate a limited number of projects, or select the
    No end date
     option for ongoing projects.
  5. Generation: Choose the options for generating future projects.
    Generate the next Schedule Item: Specify when to generate the next project.
    • When current Schedule Item is complete
      : The default option.
    • month(s) / day(s) before due
      : Select this option and enter the number of months and/or days before the next project is due to generate the next project. Choosing this option allows you to postpone generating future projects until closer to their due date, which can help simplify project planning.
    • When I manually create it
      : Select this option to manually generate the next project.
    • Generate all
      : Select this option to generate all of the projects now.
      note
      This option is unavailable when
      No end date
       is selected for the expiration date.
  6. Project Generation Options: If you want to base the next generated project on a current project’s information instead of on the project template, mark any of the following checkboxes for the information that you want to use from the current project:
    Generate using the current Project’s:
    • Descriptions
    • Engagement
    • Grouping selections
      : Mark this checkbox to use the Responsible, Assigned, and/or Department of the current project.
    • Assigned selections
    • Calendar Entries
      : Mark this checkbox if you want calendar entries for the project to roll over.
      note
      • This checkbox is available only when you mark the
        Assigned selections
         checkbox.
      • The calendar entries are the scheduled times for the project that appear on the calendar in Staff Management. It may be useful to have these calendar entries roll over if you expect that the same person will be working on the same project the next year. You may have to adjust the date and time on which the project is scheduled, but you will be able to see in advance how booked the staff member will be and plan next year’s schedule based on this year’s schedule. For example, you can view or print reports in advance that show a staff member’s estimated schedule.
    • Notes
    • Links
    • Custom Fields values
    • Task information
      : Mark this checkbox if you want task information to roll over. Mark both this checkbox and the
      Calendar Entries
       checkbox if you want calendar entries for both projects and tasks to roll over.
    • Budget information
      : Mark this checkbox and choose either
      Budget
       or
      Actual
       from the drop-down list.
    • Budget adjustment factors
      : If actual amounts differ from budgeted amounts, enter a number from 0 to 99 that represents the percentage increase or decrease. For example, if the hours on the next project will be increased by 10%, enter
      1.1
       in the
      Hours
       field. If the hours will be decreased by 10%, enter
      0.9
       in the
      Hours
       field.

This article applies to:

  • Product: DT Practice