Project templates

Before you start

Add a project template

In Onvio Centre select
Setup
, then
Project Templates
.
Select
Add
.
Enter an
ID
and
Name
on the General tab.
If your firm is not licensed for additional Onvio applications, the
Application
field will remain None.
You can keep the
Status
as Not Started on the template so that when you add projects to clients the initial project status is accurate. To add a custom status to this list:
Select the
Status
drop-down menu, then choose
Add Status
.
Add a description, then select
Save & Close
.
Under
Allow only one series of this Project Template per Client
:
Select
Yes
if you want to create a project only once. For example, a tax return of a particular year for a client.
Select
No
if you want two projects with the same due date, names, etc., on the client at the same time. Use this for multiple audits occurring at once, for example.
Use the
Recurrence Frequency
options to specify how often the project will occur and when the project will be due.
Choose a
Generation Method
for the next instance of the project:
When the current is complete:
When you finish a project, the next one will automatically generate. Use this for projects like payroll that you want to happen right away.
Specified days until the next due date:
You can use this option for tax returns so that the project generates a certain number of days before the filling deadline, rather than immediately after completing the current tax returns.
When I manually create it:
This is helpful for consulting or tax planning projects that may not occur every year, but you want to add as needed in the future.
You can set the target dates for a pre-determined time before the project's due date, or for a pre-determined time after the actual received date.
Setting staff as
Primary Assigments
ensures that they quickly see projects they are responsible for under the My Assignments area on the home screen.
Choose how to store documents related to the project with the
Document Folder Option
field. This ensures that client document folders automatically generate when you create the project.
On the
Time and Billing
tab, you can link services to this project and enter invoice descriptions to streamline billing.
Select
Save
when you're finished.