Projects

Recurrence frequency (projects)

You can set up the recurrence frequency for project templates. The recurrence frequency lets Onvio know how often the project will occur and when the project will be due. You can set Project and Task Generation Options on project templates and on individual projects.

Before you start

Make sure you're assigned to a permission group that has
Project Templates
 enabled.

Set up recurrence frequency and options

  1. Go to
    Setup
    , then
    Project Templates
    .
  2. Select
    Add
     or select the project template, then select
    Edit
    .
  3. In the
    Recurrence
     tab, select a
    Pattern
    .
    • For
      Annually
       and
      Periodic
       recurrence frequencies, you can select fiscal year end or calendar year.
  4. Use the additional options to further define the recurrence pattern.
    • For example, for biweekly payroll work, you can create a project template that will be due every two weeks on Friday (weekly pattern, due every 2 weeks, on Fridays).
  5. The Project and Task Generation Options allow you to choose which values are retained from the current project and/or task instead of the template.
    note
    Task List must be marked under Project Generation Options before Task Generation Options are available to mark.
  6. Make changes and select
    Save
    .

This article applies to:

  • Product: Onvio
  • Audiences: Staff