Project Templates window

Use the
Project Templates
window to add projects to a client during client setup.
The
Project Templates
window opens automatically when you change a client’s entity (in
Setup
Clients
) to an entity that has project templates assigned to it.
The right pane of the window shows the projects that are associated with the entity that you have selected for the client. Use the
Select
and
Remove
buttons to add additional projects or remove selected projects. Select
OK
to add the selected projects to the client.