Create Project Templates
Project templates can be defined so that they can be easily setup onto a new project when using the Project Wizard. Use the project template to easily configure WIP and other settings not included in the project wizard prompts. To create a new project template:
- Navigate to the Role Center > Setup > Template Setup > Project Template
- Select New from the ribbon.
General Fast Tab
- Code: Create a unique code to identify the Project template.
- Description: Create a description to help identify the Project template.
- Customer/Prospect: Select from either option *Customer or prospect) to identify if the project template is used for a customer or prospect project.
- Sell-to Customer No.: Specifies the number of the customer who will receive the products and be billed by default.
- Sell-to Customer Name: Specifies the name of the customer who will receive the products and be billed by default.
- Sell-to Address: Specifies the Sell-to Address for the project template.
- Address2: Specifies the Sell-to Address2 for the project template.
- Post Code/City: Specifies the post code/city for the project template.
- City: Specifies the city for the project template.
- State: Specifies the state for the project template.
- Sell-to Contact No.: Specifies the Sell-To contact number for the project template.
- Sell-to Contact: Specifies the Sell-to contact name for the project template.
- External Project No.: Specifies the External Project No. for the project template.
- Apply Usage Link: Specifies whether usage entries, from the project journal or purchase line, for example, are linked to project planning lines. Select this check box if you want to be able to track the quantities and amounts of the remaining work needed to complete a project and to create a relationship between demand planning, usage, and sales. On a project card, you can select this check box if there are no existing project planning lines that include type budget that have been posted. The usage link only applies to project planning lines that include type budget.
- Search Description: Specifies an additional description of the project for searching purposes. Defaults to the same information as description.
- Status: Options:
- Planning
- Quote
- Open
- Completed
- Person Responsible: Specifies the person who is responsible for the project.
- Salesperson Code: Specifies a code for the salesperson who normally handles the customer's account and project.
- Project Manager: Specifies the person who is assigned to manage the project.
- Blocked: Specifies that transactions for this project are blocked from being posted or all transactions are disabled (i.e., budget entries) for example a customer that is declared insolvent or an item that is placed in quarantine.
- Internal Project: Specifies it is an internal, company project.
- Private Project: Specifies it is a private project.
- Customer Project: Specifies it is a project billable to a customer.
- Std. Mileage to Customer: Specifies the standard mileage charged to the customer. The mileage amount is used in conjunction with the settings in project setup using the amount as the default and not allowing an entry above that limit.
Important
MEM: The Global Dimension 1 and 2 Codes are used by MEM when creating projects with the Project Wizard. For more information, see: [Create Project Wizard](MEM test documents/MEM.md#create-project-wizard)
- Global Dimension 1 Code: Specifies the value of the Global Dimension 1 code.
- Global Dimension 2 Code: Specifies the value of the Global Dimension 2 code.
Posting Fast Tab
- Language Code: Specifies the language code for the project from the standard D365 BC language code list.
- Application Method: Specifies how to apply payments to entries for this project.
- Contract No.: Specifies the contract no from the contract list if this project is connected to a contract. This will allow review of budget and actual amounts on the contract and the individual project.
- Contract Task Code: Specifies the contract task code from the list of contract tasks. All the budget and usage for a specific project roll up on the contract to one specific task defined here. Multiple projects can be linked to the same task on the contract.
- Connected to Project: Specifies a project that this project is connected to, if any. This is informational purposes only and does not group data for reporting.
- Project Posting Group: Specifies the posting group that links transactions made for the project with the appropriate general ledger accounts according to the general posting setup.
Foreign Trade Fast Tab
- Currency Code: Specifies the currency code for the project. By default, the currency code is empty. If you enter a currency code here and on a time or expense entry, and select use posted currency for resource and expense on the project card, the system will create the sales invoice using the currency. If set, the currency will be used as the default currency in project journals and on expense sheets. If use posted currency is not selected the invoice will be created in LCY (local currency).
- Invoice Currency Code: Specifies the currency code you want to apply when creating invoices for a project. By default, the invoice currency code for a project is based on what currency code is defined on the customer card. If none of the use posted currency selections are set to yes/true, then all invoices for that project shall be created in the currency in this field.
Invoicing Fast Tab
Resource Invoice Type: Specifies the default for resource invoice type on project creation. Options include:
- Fixed
- Time/Material
- Percent Complete
Item Invoice Type: Specifies the default for item invoice type on project creation. Options include:
- Fixed
- Time/Material
- Percent Complete
Expense Invoice Type: Specifies the default for expense invoice type on project creation. Options include:
- Fixed
- Time/Material
- Percent Complete
Timesheet Currency Code: Specifies the non LCY (local currency) code to be used on timesheets. Select from the standard D365 currency list. If the timesheet will use the LCY currency leave the field blank.
Sales Order Invoiced - Specifies the options for billing when a sales order is created. Options:
- invoicing at shipment
- invoicing through normal project billing.
Sales Order Creates Usage: Specifies if true then it will create usage on the project through a project ledger entry.
Sales Invoice Creates Usage: Specifies if true then it will create usage on the project through a project ledger entry.
Resource - Use Posted Currency: Specifies if the currency on resource transactions will be used when creating an invoice. When different currencies are used on transactions, an invoice will be created for each currency.
Expense Use Posted Currency: Specifies if the currency on expense transactions will be used when creating an invoice. When different currencies are used on transactions, an invoice will be created for each currency.
Item Use Posted Currency: Specifies if the currency on item transactions will be used when creating an invoice. When different currencies are used on transactions, an invoice will be created for each currency.
Resource Discount %:Specifies a percentage discount for resource pricing. The discount percent will apply to the corresponding budget and usage discount columns in the project plan.
Item Discount %: Specifies a percentage discount for item pricing. The discount percent will apply to the corresponding budget and usage discount columns in the project plan.
Expense and Sched. Billings Discount %: Specifies a percentage discount for expense pricing. The discount percent will apply to the corresponding budget and usage discount columns in the project plan.
Resource Group Discount %: Specifies a percentage discount for Resource Group pricing. The discount percent will apply to the corresponding budget and usage discount columns in the project plan.
Retention %: Specifies the percentage to withhold from an invoice amount until a specific project, task or milestone is completed. Once the percentage is entered, any invoice generated would retain that percentage until the retention is manually released.
Quote Budget Version: Specifies the budget version used to quote the project from the budget version list. A project quote can be created from any budget version, but this helps clarify for users which budget version is the original quote.
Billing Cycle: Specifies a code that indicates the billing cycle to be used when grouping projects for billing.
Hour Budget: Specifies the budgeted hours for the project, user entry.
Sold Hours: Specifies the sold hours for the project, user entry.
Sold Unit Price *(LCY): Specifies the sold unit price for the project, user entry.
Project Type: Specifies the overall project type.
- Time and Material - actual usage hours will be invoiced.
- Fixed - a contract amount will be invoiced regardless of actual usage hours. This option must be chosen if you will use the update new price per hour function
% Complete Billing
- Resources % Complete: Specifies if resource usage is to be included in percent complete calculation for billing.
- Items % Complete: Specifies if item usage is to be included in percent complete calculation for billing.
% Complete Override: Specifies if the user can override the calculated percent complete for billing.
% Complete Based On: Specifies the calculation value on which percent complete is based on, as quantity or cost.
% Compl. Billing Level: Specifies the default level for % complete billing as on the entire project or on each task and at the summary or detail level.
% Complete Task: Specifies the task to use when doing percent complete billing at the task level.
Shipping and Billing
Bill-to Customer No.: Specifies the customer to whom the sales invoice will be sent.
Name: Specifies the name of the customer who pays for the project.
Address: Specifies the address of the customer to whom you will send the invoice.
Address 2: Specifies additional address information.
Postcode/City: Specifies the ZIP Code of the customer who pays for the project.
City: Specifies the city of the customer who pays for the project.
State: Specifies the State code of the customer's billing address.
Bill-to Customer No.: Specifies the number of the contact person to whom the sales document will be sent.
Contact: Specifies the name of the person to contact at the customer.
Budget Fast Tab
Active Budget Version: Specifies the active budget version currently in use for the project. When creating a project, the active budget version chosen in the setup is automatically assigned. In the field active budget version, it is possible to choose another active budget version.
Original Budget Version: Specifies the original budget version to be used for comparison. This is typically the starting budget for the project.
ETC Budget: Specifies the ETC (estimate to complete) budget version to be used for comparison.
EAC Budget: Specifies the EAC (estimate at completion) budget version to be used for comparison.
Pipeline: Specifies the pipeline percentage from the pipeline lookup list. This indicates the percentage chance of winning this project. Once the pipeline for the project has been defined this will be taken into consideration on the G/L accounts and allocation of the resources.
Planning Integration: Specifies the default budget version to be linked to planning lines. Leaving this field blank will result in no link to planning lines.
Purchasing fast tab
- Purchase Receipt Posting: Specifies how and where purchase receipt costs should post. The user can select to reserve the cost in the Received not Invoiced field on the project plan. They can also choose to post it as usage cost to the project or directly to inventory but reserved to the project. Options:
- Received Not Invoiced
- Usage Cost
- Inventory Reserved to Project
For more information on the topic of Purchase Receipt Posting and options, see:
Purchase Receipt Posting - Received Not Invoiced option
\ - Purchase Receipt Posting - How to Update Costs on Unposted Receipts
WIP and Recognition Settings fast tab
Time and Material
WIP and Revenue Recognition Method: Specifies the revenue recognition method for time and material contract types.
Use Advanced WIP: If selected (true), specifies that you want resources, items or expenses handled differently. If all three usage types should be treated the same then leave this Boolean set to off (false).
WIP Cost/Sale price Res.: Specifies the value that WIP Calculation should be based on.
- Cost Value will use the Cost amount from project ledger entries.
- Sales Value will use the sales Amount from the entries.
WIP Usage/ Budget Res.: Species the Project Ledger Entry Type(s) for resources that will be included in the WIP calculation:
- Usage Entries
- Budget Entries
- Sales Entries
- Usage and Sales Entries
WIP Cost/Sale Price Exp.: Specifies the value that WIP Calculation should be based on. Cost value will use the Cost amount from project ledger entries and Sales Value will use the sales Amount from the entries.
WIP Usage/ Budget Exp.: Species the Project Ledger Entry Type(s) for expenses that will be included in the WIP calculation.
WIP Cost/Sale Price Item: Specifies the value that WIP Calculation should be based on. Cost value will use the Cost amount from project ledger entries and Sales Value will use the sales Amount from the entries.
WIP Usage/ Budget Item: Species the Project Ledger Entry Type(s) for items that will be included in the WIP calculation
Exclude Res. WIP: Specifies if resources will be excluded from the WIP calculation.
Exclude Exp. WIP: Specifies if expenses will be excluded from the WIP calculation.
Exclude Item WIP: Specifies if items will be excluded from the WIP calculation.
Include Non-Chargeable: Specifies if non chargeable entries will be included in the WIP calculation.
Fixed
Cost Type: Specifies the cost type of the project. Use the lookup to select the cost code.
Use Contract Amount: Specifies if the contract amount should be used for the fixed portion of the WIP calculation.
WIP and Revenue Recognition Method: Specifies the revenue recognition method for fixed contract types. Options are None, % Complete, or Direct Invoice.
Value and Entry Filter: Specifies the base for the WIP calculation for task lines of Contract Type "Fixed". Options are None, Budget Cost or Scheduled Billing Price.
Allocations
Allocation Method: Specifies the first allocation method to be used to calculate allocations for the project.
Allocation Rate: Specifies the allocation rate table to be used to determine the correct rates to be used in calculations.
Tip
For more information on the topic of Allocations, see: Projects Allocations Overview
WIP Calculation Fast Tab
ETC Risk Factor % (TM): Specifies the percentage part of the calculated WIP amount. Risk Factor can be set in the interval from 0 to 100.
WIP % (FP): Specifies the percentage part of the calculated WIP amount. Risk Factor can be set in the interval from 0 to 100.
Time Registry Fast Tab
Limit Time Entry Project List to Permissions: Specifies if only projects included in the user's project permissions will be shown when selecting a project for time entry.
Limit Time Entry Task List to Permissions: Specifies if only tasks included in the user's project permissions will be shown when selecting a task for time entry.
Allow Resource Group Change in Timesheet: Specifies if the resource group for a resource can be changed on a time entry to a group of which the resource is not a member.