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Project Management

Set up project template recurrence and generation options

Use the
Recurrence
 window to specify recurrence rules, dates, and generation options for a project template.
To set up a project template's recurrence and generation options, open the
Recurrence
 window from the project template record.
  1. Open the
    Recurrence
     window.
    Choose
    Setup
    Templates
    Projects
    , select
    Add
     to create a new template or
    Edit
     to modify an existing template, and then select the
    Recurrence
     button.
  2. Set the recurrence frequency and due date.
    From the
    Pattern
     dropdown list, select a recurrence option, and then specify the due date using the fields following the list.
    note
    The due date options following the
    Pattern
     field change depending on the recurrence you select.
    • If you select
      None
      , no due date options are available.
    • If you select
      Periodic
      , select at least one month from the dropdown list and enter a day of the month in the field provided.
  3. Optional: Adjust the due date behavior.
    You can mark one or both of the following checkboxes:
    • Must occur on weekdays
      : Adjusts a project due date that falls on a weekend to the following weekday.
    • Base on Client fiscal year ends
      : Bases the project due date on the client's fiscal year-end date.
  4. Set the target dates.
    • Start
      : Enter values in the
      month(s)
       and/or
      day(s)
       fields, and then select
      Before due date
       or
      After received date
       from the dropdown list.
    • Complete
      : Enter values in the
      month(s)
       and/or
      day(s)
       fields, and then select
      After received date
       or
      Before due date
       from the dropdown list.
  5. Set the template expiration.
    To generate a limited number of projects, select
    End after
     and enter the number of occurrences. For ongoing projects, select
    No end date
    .
  6. Choose how future projects are generated.
    In the
    Generation
     section, specify when to generate the next schedule item:
    • When current Schedule Item is complete
      : Generates the next project when the current schedule item is completed. This is the default option.
    • month(s) / day(s) before due
      : Enter the number of months and/or days before the next project is due to generate it. This option lets you delay future project creation until closer to the due date.
    • When I manually create it
      : Generates the next project only when you create it manually.
    • Generate all
      : Generates all projects immediately.
    note
    Generate all
     is unavailable when
    No end date
     is selected.
  7. Optional: Select project generation options.
    If you want the next generated project to use information from the current project instead of from the template, under
    Generate using the current Project's
    , mark the checkboxes for the data you want to transfer forward:
    • Descriptions
    • Engagement
    • Grouping selections
       — Uses the current project's Responsible, Assigned, and/or Department values.
    • Assigned selections
    • Calendar Entries
       — Rolls over project calendar entries.
    • Notes
    • Links
    • Custom Fields values
    • Task information
       — Rolls over task information. To roll over calendar entries for both projects and tasks, mark both
      Task information
       and
      Calendar Entries
      .
    • Budget information
       — Mark this checkbox and select
      Budget
       or
      Actual
       from the dropdown list.
    note
    Calendar Entries
     is available only when
    Assigned selections
     is selected.
    Calendar entries are the scheduled times for the project that appear on the calendar in Staff Management. Rolling them over can be useful when you expect the same person to work on the same project again. While you may need to adjust the scheduled date and time, the rollover helps you view staff availability in advance and plan future schedules based on the current year's schedule.
  8. Optional: Enter budget adjustment factors.
    If actual amounts differ from budgeted amounts, enter a value from
    0
     to
    99
     to represent the percentage increase or decrease.
    • To increase hours by 10%, enter
      1.1
       in the
      Hours
       field.
    • To decrease hours by 10%, enter
      0.9
       in the
      Hours
       field.
The project template is configured with the selected recurrence schedule, target dates, expiration settings, and project generation options.

This article applies to:

  • Product: Practice CS