New Project Template

To add a new project template, follow these steps:

• Navigate to Project Templates: From the Utilities menu, go to Project Templates.

• Click on "New Template"

• Template Details:

• • Template Name: Enter a descriptive name for your template.
  • Customer: Associate the project with a specific client or customer.
  • Billing Type: Select default billing type for the template.
  • Status: Choose the default status to start the project
    • BGV Case Initiated
    • In Progress
    • On Hold
    • Final Report Released
    • Interim Report Released
    • Cancelled
  • Total Rate: Set the default value for the project.
  • Members: Specify team members who will be working on the project.
  • Description: Provide a brief overview or summary of the project.

• Project Settings:
  • • Contact Notification: Select the default notification option.
      • To all contacts with notifications for projects enabled.
      • Specific contacts
      • Do not send notifications
    • Visible Tabs: Choose the default tabs to display on the project details page.
    • Permissions: Set default permissions for the customers for this project.

• Save and Review:

  • Review Details: Double-check all project template details for accuracy and completeness.
  • Save Changes: Click the "Save" button to finalize the project template creation process.