Project Templates

Form ID: (PM208000)

By using this form, you can create project templates, which you can use later to create projects with settings that are typically used. On this form, you can add new project templates, either from scratch or by using an existing project. You can also view and modify existing project templates. Also, you can delete a project template if no projects were created based on it.

Tip: Project templates are not used for classification purposes; you use them solely for providing the initial default values in the projects that are created based on these templates. If you need to categorize projects, you can create project groups on the Project Groups (PM202500) form. You can then assign project groups to project templates on the Summary tab of the current form or to individual projects on the Summary tab of the Projects (PM301000) form.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Activate	Changes the status of the project template to Active. If the project template has this status, you can create projects based on this project template. This command is available if the project template has the In Planning status.
Copy	Creates a copy of the project template.
Hold	Changes the status of the project template to In Planning. This command is available if the project template has the Active status.

Summary Area

In this area, you can specify or view the basic settings of a project template.


Element	Description
Template ID	The identifier for the project template. The structure of this identifier is defined by the TMPROJECT segmented key, which was configured using the Segmented Keys (CS202000) form.
Status	The status of the project template, which can be one of the following options: Active: The project template is active and can be used for creating projects. On Hold: The template is inactive and cannot be used to create projects.
Description	A detailed description of the template.

Summary Tab

You use this tab to provide general settings for the project template. The settings that you specify will be copied to projects created by using this template.

Table 1. Project Properties Section
Element	Description
Revenue Budget Level	The detail level of the revenue budget for the projects created by using this template, which can be one of the following options: Task: The project revenue is budgeted at the task level. Task and Item: The project revenue is budgeted at the task and item level. Task and Cost Code: The project revenue is budgeted at the task and cost code level. The option is available if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form. Task, Item, and Cost Code: The project revenue is budgeted at the task, item, and cost code level. The option is available if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.
Cost Budget Level	The detail level of the cost budget for the projects created by using this template, which can be one of the following options: Task: The project cost is budgeted at the task level. Task and Item: The project cost is budgeted at the task and item level. Task and Cost Code: The project cost is budgeted at the task and cost code level. The option is available if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form. Task, Item, and Cost Code: The project cost is budgeted at the task, item, and cost code level. The option is available if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.
Project Group	The project group to which the projects based on this project template will be assigned by default. In the out-of-the-box system, the ability to assign project templates to project groups is granted to only users to whom the Administrator, Internal Projects, or Payroll Projects role is assigned on the User Roles (SM201005) form. For more information on configuring restriction groups for projects, see Project Creation and Processing: Project Security Configuration.
Project Manager	The employee ID of the employee who is responsible for managing the projects based on this template and is authorized to approve the project task and task activities.
Time Activity Approver	The employee ID of the employee who is authorized to approve the time activities of a project created based on this template.
Inventory Tracking	The way the system manages inventory (that is, the inventory tracking mode) for a project created based on this template. The following options are available: Track by Project Quantity and Cost: With this mode, project inventory is separated from free stock. Items purchased for the project are reserved for the project; for these items, the system calculates the project-specific cost. For more information, see Project Inventory Tracking: General Information. Note: This option is available if the Project-Specific Inventory feature is enabled on the Enable/Disable Features (CS100000) form. Track by Project Quantity: With this mode, project inventory is separated from free stock. Items purchased for the project are reserved for the project. The item cost is not project-specific and is calculated by general cost calculation rules. For more information, see Project Inventory Tracking: General Information. Note: This option is available if the Project-Specific Inventory feature is enabled on the Enable/Disable Features (CS100000) form. Track by Location (default): With this mode, the system tracks project inventory by using the location assigned to the project. Project inventory is not separated from free stock and can be used in non-project sales and purchases. For more information, see Project Inventory Tracking by Warehouse Location: General Information. Note: If the Project-Specific Inventory feature is not enabled on the Enable/Disable Features (CS100000) form, this option is inserted in the box for all projects and cannot be changed.
Change Order Workflow	A check box that indicates (if selected, which is its default state) that the change order workflow is enabled for the projects created by using this template. That is, you can control changes to the project's budgeted and committed values and control the profitability of every change initiated by a customer. This check box is shown if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form.
Restrict Employees	A check box that indicates (if selected) that only the employees listed on the Employees tab of the Projects (PM301000) form can create activities and documents associated with a project based on this template. These capabilities include creating activities on the Activities tab of this form, time cards on the Employee Time Card (EP305000) form, and project transactions on the Project Transactions (PM304000) form.
Restrict Equipment	A check box that indicates (if selected) that equipment time cards can be associated with the projects created by using this template for only the equipment listed on the Equipment tab of the Projects (PM301000) form.
Track Production Data	A check box that you select to track the extra values reported by the people at the work site for the projects created by using this template.

Table 2. Billing and Allocation Settings Section
Element	Description
Billing Period	The frequency of billing in the projects based on this template, which can be one of the following options: Week: Billing occurs once a week. Month: Billing occurs once a month. Quarter: Billing occurs once a quarter. Year: Billing occurs once a year. On Demand: Billing is performed when it is needed.
Terms	The credit terms used for invoices of a project created based on this template. Credit terms are defined on the Credit Terms (CS206500) form.
Allocation Rule	The allocation rule that the system uses to run the allocation of transactions for the projects created using this template.
Run Allocation on Release of Project Transactions	A check box that indicates (if selected) that allocation is run automatically during the release of the documents associated with the project.
Billing Rule	The billing rule that the system uses to run billing for the projects created by using this template.
Branch	The branch of your company with which the projects created by using this template will be associated.
Rate Table	The rate table to be used for pricing.
Create Pro Forma Invoice on Billing	A check box that indicates (if selected, which is its default state) that pro forma invoices will be created automatically project billing is run for the projects created based on this template.
Use T&M Revenue Budget Limits	A check box that indicates (if selected) that the system will validate the limits of the revenue budget when you process pro forma invoices for the projects created based on this template.
Automatically Release AR Documents	A check box that indicates whether the system will automatically release invoices after billing is complete for the projects based on this template.

Table 3. Visibility Settings SectionBy using the check boxes in this section, you can specify the functional areas of MYOB Acumatica that will be integrated with projects. When this integration is turned on, users can specify projects and tasks in the relevant documents and transactions, and the amounts are recorded in the projects.
Option	Description
GL	A check box that indicates whether general ledger transactions can be associated with a project based on this template. If you select this check box, users can select the project and project task in GL transactions, and the release of these documents will automatically update the project data. For a newly created template, the system copies the default state of this check box from the Projects Preferences (PM101000) form. If the check box is cleared, you cannot override this state, but if it is selected, you can.
AP	A check box that indicates whether accounts payable documents can be associated with a project based on this template. If you select this check box, users can select the project and project task in accounts payable documents, and the release of these documents automatically updates the project data. The system copies the default state of this check box from the Projects Preferences (PM101000) form. If the check box is cleared, you cannot override this state, but if it is selected, you can.
AR	A check box that indicates whether accounts receivable documents can be associated with a project based on this template. If you select this check box, users can select the project and project task in accounts receivable documents, and the release of these documents automatically updates the project data. The system copies the default state of this check box from the Projects Preferences (PM101000) form. If the check box is cleared, you cannot override this state, but if it is selected, you can.
SO	A check box that indicates whether sales order documents can be associated with a project based on this template. If you select this check box, users can select the project and project task in sales orders, shipments, and SO invoices, and the release of these documents automatically updates the project data. The system copies the default state of this check box from the Projects Preferences (PM101000) form. If the check box is cleared, you cannot override this state, but if it is selected, you can.
PO	A check box that indicates whether purchasing documents can be associated with a project based on this template. If you select this check box, users can select the project and project task in purchase orders and purchase receipts, and the release of these documents automatically updates the project data. The system copies the default state of this check box from the Projects Preferences (PM101000) form. If the check box is cleared, you cannot override this state, but if it is selected, you can.
IN	A check box that indicates whether inventory transactions can be associated with a project based on this template. If you select this check box, users can select the project and project task in inventory transactions, and the release of these transactions automatically updates the project data. The system copies the default state of this check box from the Projects Preferences (PM101000) form. If the check box is cleared, you cannot override this state, but if it is selected, you can.
CA	A check box that indicates whether cash transactions can be associated with a project based on this template. If you select this check box, users can select the associated project and project task when they enter a cash transaction, and the release of this transaction automatically updates the project data. The system copies the default state of this check box from the Projects Preferences (PM101000) form. If the check box is cleared, you cannot override this state, but if it is selected, you can.
CRM	A check box that indicates whether customer management documents can be associated with a project based on this template. If you select this check box, users can select the associated project and project task when they enter a customer management document. The system copies the default state of this check box from the Projects Preferences (PM101000) form. If the check box is cleared, you cannot override this state, but if it is selected, you can.
PROD	A check box that indicates whether transactions generated during the processing of production orders can be associated with a project based on this template. If you select this check box, users can specify the associated project and project task when they create a production order. The system copies the default state of this check box from the Projects Preferences (PM101000) form. If the check box is cleared, you cannot override this state, but if it is selected, you can. This check box is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features (CS100000) form.
Time Entries	A check box that indicates whether documents related to time tracking on the Employee Time Card (EP305000) and Employee Time Activities (EP307000) forms can be associated with a project based on this template. If you select this check box, users can select the project and project task in time cards and time activities, and the release of these documents automatically updates the project data. The system copies the default state of this check box from the Projects Preferences (PM101000) form. If the check box is cleared, you cannot override this state, but if it is selected, you can.
Expenses	A check box that indicates whether documents on the Equipment Time Card (EP308000) form can be associated with the project based on this template. If you select this check box, users can select the project and project task in equipment time cards, and the release of these documents automatically updates the project data. The system copies the default state of this check box from the Projects Preferences (PM101000) form. If the check box is cleared, you cannot override this state, but if it is selected, you can.

Table 4. Retainage SectionThis section appears on the form if the *Retainage Support* feature is enabled on the Enable/Disable Features (CS100000) form. For more information, see Processing AP Bills with Retainage, Processing AR Invoices with Retainage, and Billing a Project with a Retainage Cap.
Element	Description
Retainage Mode	The mode that defines how retainage should be processed for the projects created based on the project template. (If needed, this setting can be later modified individually for a project.) You can select one of the following options: Standard: Retainage is processed as standard retainage. Contract Cap: Retainage is processed as contract cap retainage, with the retainage percent and cap specified at the project level. When the cap amount is reached, the total retained amount held for each project is reallocated across the invoice lines based on their weight and retainage capacity. If this mode is selected, the Cap (%) box appears in the section. The mode can be selected if the Create Pro Forma Invoice on Billing check box is selected in the Billing and Allocations Settings section. Contract Item Cap: Retainage is processed as contract item cap retainage, with the retainage percent and cap specified at the project line level. This mode is used if a retainage amount for each revenue budget line should not be exceeded. If this mode is selected, the Use Steps check box becomes unavailable. The box appears in the section if the Payment Application by Line feature is enabled on the Enable/Disable Features (CS100000) form.
Include CO	A check box that indicates (if selected) that change order amounts are to be included in the calculation of the contract total for the projects created based on this template.
Retainage (%)	The percent of an invoice’s amount issued for the project that is retained by the customer. The system will use this value to automatically populate retainage percent for the projects created based on this template. Tip: For projects to be configured with no retainage, enter `0` in this box.
Use Steps	A check box that indicates (if selected) that the retainage is processed in steps. You can select this check box if Standard or Contract Cap is selected in the Retainage Mode box. If this check box is selected, the Stepped Retainage table becomes available at the bottom of the Retainage section of settings.
Cap (%)	The cap of the project completion percent, which defines the maximum retainage amount held for the projects created based on this template. The box appears in the section if the Contract Cap mode is selected in the Retainage Mode box.

Table 5. Stepped Retainage TableThis table appears in this section if the Use Steps check box is selected and the *Retainage Support* feature is enabled on the Enable/Disable Features (CS100000) form.
Column	Description
Threshold (%)	The percent of project completion at which the value of the default retainage percent, which is specified in the Retainage (%) box, will automatically change to the value specified in the Retainage (%) column of this row.
Retainage (%)	The new retainage percent to be applied to the project revenue budget lines at the threshold of project completion specified in this row.

Table 6. AIA SectionThis section, which appears on the form if the *Construction* feature is enabled on the Enable/Disable Features (CS100000) form, contains the default AIA report settings for the projects prepared based on this project template.
Column	Description
AIA Level	An option that specifies whether the continuation sheet lines in the prepared AIA reports will be grouped. One of the following options can be selected: Summary: To group the continuation sheet lines by project tasks Detail: To specify the continuation sheet lines without grouping (as they are presented in the corresponding pro forma invoices)
Application Nbr. Format	The format of the application number that will be assigned to pro forma invoices with progress billing lines prepared for a project based on this template. An application number can consist of letters, symbols, and digits. Note: An application number is unique within a project but is not unique across projects. That is, each pro forma invoice related to a particular project has a unique application number, but pro forma invoices related to different projects may have the same application numbers.
Show Quantity in AIA Report	A check box that indicates (if selected) that the AIA report that shows quantities, AIA Report with Quantity (PM644500), is prepared for the project associated with this template when you select a line with a pro forma invoice in the table on the Invoices tab of the Projects (PM301000) form and click AIA Report on the table toolbar. If this check box is cleared, the standard AIA report, AIA Report (PM644000), is prepared.

Tasks Tab

You use the Tasks tab to view, add, modify, and delete the project template tasks that are typically included in the projects you will create by using this project template.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Task ID	The identifier of the project template task included in the project template. Note: Task ID should be unique within the project template, but is not unique across all project templates.
Type	The type of the project template task, which can be one of the following: Cost Task: The task is visible on the Cost Budget tab of the Projects (PM301000) form only. Revenue Task: The task is visible on the Revenue Budget tab of the Projects form only. Cost and Revenue Task (default): The task is visible on both the Cost Budget and Revenue Budget tabs of the Projects form. This column appears on the form only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.
Description	The description of the project template task.
Rate Table	The rate table to be specified for the tasks created based on this project template task.
Allocation Rule	The allocation rule that is used to run allocations for the tasks created based on this project template task.
Billing Rule	The billing rule that is used to run billing for the tasks created based on this project template task.
Approver	The employee who is responsible for approving the activities for the tasks created based on this project template task.
Billing Option	The way the project task becomes eligible for billing, which can be one of the following options: By Billing Period (default): The project task created based on this project template task will be available for billing on demand if the project is assigned the On Demand billing period, and is available for billing at the end of the specified billing period if the project is assigned other billing periods. On Task Completion: The project task created based on this project template task will be available for billing only when it is completed. On Project Completion: The project task created based on this project template task will be available for billing when the project is completed.
Progress Billing Base	The value that the system will use as the basis for progress billing of the revenue budget lines with the project task created based on this project template task. You can select one of the following options: Amount: The system will bill the revenue budget lines based on the amounts in these lines. Quantity: The system will bill the revenue budget lines based on the quantities in these lines.
Tax Category	The tax category (if applicable) to be specified for the tasks created based on this project template task.
Default	A check box that indicates (if selected) that the task created based on this project template task will be marked as the default task of the corresponding project.
Bill Separately	A check box that indicates (if selected) that the project tasks created based on this project template task should be billed by a separate invoice. Note: This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Table Layout: Process Activity.

Revenue Budget Tab

This tab lists the revenue lines that will be included in the revenue budget of the projects created based on this project template.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 7. Table Columns
Element	Description
Project Task	A template task included in the project template. The system will create the project tasks in a project based on the project template tasks.
Inventory ID	The stock or non-stock inventory item that is used for the time and material project billing. By default, the system populates this box with the empty item code, which is N/A by default and can be changed in the Empty Item Code box on the Projects Preferences (PM101000) form. The column is shown if Task and Item or Task, Item, and Cost Code is selected as the Revenue Budget Level on the Summary tab of the form for the project template.
Cost Code	The cost code that is associated with a revenue budget line. You can change the cost code value for each revenue line. The column is shown if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form and Task and Cost Code or Task, Item, and Cost Code is selected as the Revenue Budget Level on the Summary tab of the current form.
Account Group	The income account group of the revenue budget line.
Description	The description of the revenue budget line.
Original Budgeted Quantity	The budgeted quantity of the revenue budget line.
UOM	The unit of measure (UOM) of the revenue budget line. If an inventory item is selected in the Inventory ID column, the UOM column is automatically filled in with the base unit of measure of this inventory item and can be changed to another UOM available for the item. The base unit of measure of the empty item code (which is N/A by default) is HOUR.
Unit Rate	The price of the specified unit of the revenue budget line. By default, the system populates this column with the price of the inventory item selected in the budget line. The system searches for an applicable price that is effective on the business date among the sales prices existing in the system. For more details on how the system searches for the price, see Automatic Price Selection: Rules of Price Selection.
Original Budgeted Amount	The budgeted amount of the revenue budget line. For the Budgeted Quantity, UOM, and Unit Rate specified for the line, the amount is calculated as Budgeted Amount = Budgeted Quantity * Unit Rate.
Tax Category	The tax category (if applied) for the revenue budget line.

Cost Budget Tab

This tab lists the cost lines that will be included in the cost budget of the projects created based on this project template.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Button	Description
Project Task	A template task of the project template.
Inventory ID	The stock or non-stock inventory item that is associated with the cost budget line. The column is shown if Task and Item or Task, Item, and Cost Code is selected as the Cost Budget Level on the Summary tab of the form for the project template.
Cost Code	The cost code that is associated with the cost budget line. You can change the cost code value for each line. The column is shown if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form and Task and Cost Code or Task, Item, and Cost Code is selected as the Cost Budget Level on the Summary tab of the current form for the project template.
Account Group	The account group to which the corresponding expense account is mapped.
Description	The description of the cost budget line.
UOM	The unit of measure of the cost budget line. If an inventory item is selected in the Inventory ID column, the UOM is automatically inserted as the base unit of measure of this inventory item and can be changed by another UOM available for the item. If the item is not specified, any existing UOM can be selected.
Unit Rate	The cost of the specified unit of the cost budget line. By default, the system populates this column with the cost of the inventory item selected in the budget line. For more details on how the system selects the cost, see Project Budget: Unit Rate in Budget Lines.
Original Budgeted Quantity	The budgeted quantity of the cost budget line.
Original Budgeted Amount	The budgeted amount of the cost budget line. For the Budgeted Quantity, UOM, and Unit Rate specified for the line, the amount is calculated as Budgeted Amount = Budgeted Quantity * Unit Rate.
Auto Completed (%)	A check box that indicates (if selected) that the Completed (%) of the corresponding project task is calculated automatically, based on the completion method of the task, which is specified on the Project Tasks (PM302000) form. For the project task with the Budgeted Quantity method of task completion, the Auto Completed (%) check box may be selected for only one cost budget line whose actual quantity reflects the project task's overall progress.
Revenue Task	The task by which the revenue budget is specified for the cost budget line.
Revenue Item	The item by which the revenue budget is specified for the cost budget line. The column is shown if Task and Item or Task, Item, and Cost Code is selected as the Revenue Budget Level on the Summary tab of the project template.
Productivity Tracking	The way the system determines if the cost budget line can be added to a progress worksheet, which can be one of the following options: Template: The cost budget line is added automatically when you click Load Template on the table toolbar of the Details tab of the Progress Worksheets (PM303000) form. This line can also be added manually if you click Select Budget Lines on the table toolbar and select the line in the dialog box. Not Allowed: The cost budget line cannot be added to a progress worksheet. On Demand: The cost budget line can be added to a progress worksheet manually on the Details tab of the Progress Worksheets (PM303000) form. To do this, you click Select Budget Lines on the table toolbar and select the line or lines to be added in the dialog box that opens. This column is available if the Construction feature is enabled on the Enable/Disable Features (CS100000) form.

Employees Tab

The tab contains a table showing the employees to be assigned by default to the projects you will create by using this template. The tab also has the Overrides table, where you can specify the earning type and labor item to be used for the employee selected in the upper table in time activities that are related to the project created based on this project template.

Table 8. Upper Table This table displays a list of the employees to be assigned by default to the projects created based on this template.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Employee ID	The identifier of the employee who will be assigned to a project created by using this template.
Employee Name	The name of the employee who will be assigned to any project created by using this project template.
Department	The department of the employee who will be assigned to a project created by using this template.

Table 9. Overrides Table
The table contains the list of earning types and labor items to be used for the employee selected in the upper table in time activities that are related to the current project.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Earning Type	The earning type that determines how the cost of the labor of this employee is specified in projects based on this template. You can create a new earning type by using the Earning Types (EP102000) form.
Description	The description of the earning type.
Labor Item	The labor-type non-stock item used to account for the labor effort of the employee in projects based on this template.
Default Price	The price associated with the labor item by default.

Equipment Tab

On the Equipment tab, you can view, add, modify, and delete the equipment to be added to a newly created projects that are based on the current project template.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Active	A check box that indicates (if selected) that the equipment is used for the project. If this check box is cleared, the equipment remains assigned to the project, but you cannot post transactions that involve this equipment.
Equipment ID	The identifier of the equipment.
Description	The description that has been specified for the equipment.
Run-Rate Item	The run-rate item to be used to account for the run time of the equipment in a project. This item is specified when this equipment record is copied to a new project based on this template. The system inserts the run-rate item specified for the equipment on the General Info tab of the Equipment (EP208000) form, and it cannot be overridden.
Run Rate	The default rate of running the equipment in a project. This rate is specified when this equipment record is copied to a new project based on this template. The system inserts the suspend rate specified for the equipment on the Equipment (EP208000) form, but you can edit the default value.
Setup-Rate Item	The rate item to be used to account for the time required to set up or launch the equipment in a project. This rate is specified when this equipment record is copied to a new project based on this template. The system inserts the setup-rate item specified for the equipment on the General Info tab of the Equipment (EP208000) form, and it cannot be overridden.
Setup Rate	The rate to be used to set up and launch the equipment in a project. This rate is specified when this equipment record is copied to a new project based on this template. The system inserts the setup rate specified for the equipment on the Equipment (EP208000) form, but you can edit the default value.
Suspend-Rate Item	The rate item to be used to account for the equipment in suspend mode in a project. This item is specified when this equipment record is copied to a new project based on this template. The system inserts the suspend-rate item specified for the equipment on the General Info tab of the Equipment (EP208000) form, and it cannot be overridden.
Suspend Rate	The rate to be used for the equipment in suspend mode in a project. This rate is specified when this equipment record is copied to a new project based on this template. The system inserts the suspend rate specified for the equipment on the Equipment (EP208000) form, but you can edit the default value.

Defaults Tab

On this tab, you can specify additional project template settings that the system uses if a project based on this project template is selected as the source of a particular account or subaccount.

Table 10. GL Accounts Section
Element	Description
Default Sales Account	The account to be specified as the default sales account in the projects that are created based on this template.
Default Sales Subaccount	The subaccount to be specified as the default sales subaccount in the projects that are created based on this template. This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Default Cost Account	The account to be specified as the default cost account in the projects that are created based on this template.
Default Cost Subaccount	The subaccount to be specified as the default cost subaccount in the projects that are created based on this template. This box appears on the tab only if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Accrual Account	The optional account to be used as the debit account (instead of the expense accrual account associated with the Labor non-stock item) in transactions generated based on time cards for projects based on this template.
Accrual Subaccount	The subaccount to be used as the debit subaccount (instead of the expense accrual subaccount associated with the labor non-stock item) in transactions generated based on time cards for projects based on this template.

Table 11. Drop-Ship Purchases Section
The elements in this section define the source of the expense accounts to be used in project transactions (for projects based on this template) for purchase orders of the *Project Drop-Ship* type. You can also define the rules for generating documents and transactions in these purchase orders.

When you create a new project template, the system copies the settings of the Drop-Ship Purchases section from the Projects Preferences (PM101000).

Note: The settings in this section apply only to purchase orders of the *Project Drop-Ship* type.

This section appears on the form only if the *Inventory and Order Management* feature is enabled on the Enable/Disable Features (CS100000) form.
Element	Description
Use Expense Account From	The source of the expense account to be used in the project drop-ship order. The following options are available: Posting Class or Item: The system inserts the expense account according to the standard functionality. For non-stock items that do not require a receipt, the expense account is inserted from the Expense Account box on the GL Accounts tab of the Non-Stock Items (IN202000) form. For non-stock items that require a receipt and for stock items, the account is inserted based on the option selected in the Use COGS/Expense Account from box on the General tab of the Posting Classes (IN206000) form. Project: The system inserts the expense account from the Default Cost Account box on the Defaults tab of the Projects (PM301000) form for the project specified in the project drop-ship document. Task: The system inserts the expense account from the Default Cost Account box on the Summary tab of the Project Tasks (PM302000) form for the project task specified in the project drop-ship document line.
Combine Expense Sub. From	The subaccount mask for items used in the project drop-ship orders. The following options are available: I: Inventory item P: Posting class J: Project T: Task
Drop-Ship Receipt Processing	The setting that defines whether a receipt will be generated for project drop shipment. This setting contains the following options: Generate Receipt and Skip Receipt Generation. This box appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.
Record Drop-Ship Expenses	The setting that defines when the expense transaction should be recorded. This box contains the following options: On Bill Release: The system does not generate an inventory receipt on release of the purchase receipt. The system generates a transaction that updates the expense account for both stock and non-stock items when the related AP bill is released. If the Skip Receipt Generation option is selected in the Drop-Ship Receipt Processing box, in the Record Drop-Ship Expenses box, the On Bill Release option is inserted and the box cannot be edited. On Receipt Release: The system generates an inventory receipt and a transaction that updates the expense account when the purchase receipt is released. Also, the system updates expense accounts for both stock and non-stock items and does not update any inventory accounts. The On Receipt Release option cannot be selected if the Update GL check box is cleared on the Inventory Preferences (IN101000) form. This box appears on the form only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

Table 12. Default Task for GL Account TableThis table is used to map general ledger accounts to particular project tasks of a project created based on this project template. The system specifies the project task based on the mapped account in the following lines:

Lines of automatically generated project-related transactions or documents associated with this general ledger account (for example, in an invoice, the system may automatically generate a line with a discount or freight charge)

Lines of project-related accounts receivable invoices on the Invoices and Memos (AR301000) form with this general ledger account selected in the Account column
Note: The account mapping defined in this table does not affect the entry of project-related bills on the Bills and Adjustments (AP301000) form. In the bill lines, the system inserts the default task of the project if one has been specified on the Tasks tab of the Projects (PM301000) form.

For more information, see Project Tasks: General Information.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Account	The general ledger account that may appear in a transaction automatically added by the system to the documents associated with the projects based on this template.
Default Task	The task to be associated with the account.

Table 13. GL Accounts for Payroll SectionThe earnings, benefit expense, tax expense, and PTO accounts and subaccounts specified in this section will be copied to the projects created based on this project template. By default, these accounts are used in paychecks and payroll batches if either of the following conditions is met in the Account Settings section on the General tab of the Payroll Preferences (PR101000) form:

*Project* is selected in the Use Earnings Account From, Use Benefit Expense Account From, Use Tax Expense Account From, or Use PTO Expense Account From box.

The J subaccount mask is used in the Combine Earnings Sub. From, Combine Benefit Expense Sub. From, Combine Tax Expense Sub. From, or Combine PTO Expense Sub. From box.

This section appears only if the *Payroll* feature is enabled on the Enable/Disable Features (CS100000) form.
Element	Description
Earnings Account	The expense account to be used to record the earnings associated with a project created based on this project template.
Earnings Sub.	The corresponding subaccount to be used with the earnings account. The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Benefit Expense Account	The expense account to be used to record the benefit expense associated with a project created based on this project template.
Benefit Expense Sub.	The corresponding subaccount to be used with the benefit expense account. The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
Tax Expense Account	The expense account to be used to record the tax expenses associated with a project created based on this project template.
Tax Expense Sub.	The corresponding subaccount to be used with the tax expense account. The box is displayed if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.
PTO Expense Account	The expense account to be used to record the paid time off (PTO) expenses associated with a project created based on this project template. This box appears only if the Canadian Payroll feature is enabled on the Enable/Disable Features (CS100000) form.
PTO Expense Sub.	The corresponding subaccount to be used with the PTO expense account. This box appears only if the Canadian Payroll and Subaccounts features are enabled on the Enable/Disable Features (CS100000) form.

Table 14. Document Markups Table
In this table, you can view, add, change, or delete document-level markups that the system will specify in a project created based on this project template on the Defaults tab of the Projects (PM301000) form. In a newly created project template, the default markups are copied from the Markup section of the General tab of the Projects Preferences (PM101000) form. You can manually override the default values.

This table appears on the tab only if the *Change Requests* feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Type	The type of the document markup. You can select one of the following options: %: A percentage markup that is applied to the Line Total amount on the Change Requests (PM308500) form. The markup amount is calculated as follows. `Markup Amount = Line Total * % Value / 100` You can define as many markups of this type as you need. The markup subtotal for a change request is calculated as the sum of all of these markup amounts. Flat Fee: A markup whose amount is specified manually to be added to the total markup. Cumulative %: A percentage markup that is applied to all the previously applied percentage markups. The markup amount is calculated as follows: `Markup Amount = (all the previously applied percentage markups) * Cumulative % Value / 100`
Description	The description of the markup.
Value	The percentage or amount of the markup, depending on the markup type.
Project Task	The project task that is associated with the markup.
Account Group	The account group that is associated with the markup.
Cost Code	The cost code that is associated with the markup. This column is available if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form and Task and Cost Code is selected as the Revenue Budget Level on the Summary tab of the current form for the project template.
Inventory ID	The inventory item that is associated with the markup. This column is available if the Task and Item is selected as the Revenue Budget Level on the Summary tab of the current form for the project template.

Attributes Tab

On the Attributes tab, you can view, add, change, or delete default attribute values that will be default values of projects created based on the template. These values can then be overridden for a particular project. The project-related attributes are created and edited on the Project Attributes (PM202000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 15. Table Columns
Column	Description
Attribute	The attribute used for the project template.
Required	A check box that indicates (if selected) that this attribute is required for the projects created based on this template.
Value	The value of the attribute for the project template. This value will be used as the default value of the attribute of projects created based on this template, but it can be overridden. You can leave the value blank even if the Required check box is selected for the attribute.

Lien Waiver Settings Tab

On this tab, you can specify the settings for generating lien waivers for the AP bills related to a project based on the current project template.

Note: This tab appears on the form only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form, and the Automatically Generate Lien Waivers check box is selected in either or both of the following sections of the Compliance Preferences (CL301000) form: Conditional Lien Waivers or Unconditional Lien Waivers.

Table 16. Summary AreaThe Summary area is used to specify the default lien waiver settings for the projects created based on this template.
Element	Description
Conditional Lien Waiver section
Through Date	The coverage period of the conditional lien waiver. Select one of the following values: Bill Date: The lien waiver is valid through the date of the AP bill, which is specified in the Date box on the Bills and Adjustments (AP301000) form. Posting Period End Date: The lien waiver is valid through the last date of the posting period of the AP bill, which is specified in the Post Period box on the Bills and Adjustments (AP301000) form. AP Payment Date: The lien waiver is valid through the date of the AP payment, which is specified in the Application Date box on the Checks and Payments (AP302000) form. This box appears only if the Automatically Generate Lien Waivers check box is selected in the Conditional Lien Waiver section on the Lien Waiver Settings tab of the Compliance Preferences (CL301000) form; the default value of this box is copied from the Through Date box in the same section of that form.
Unconditional Lien Waiver section
Through Date	The coverage period of the unconditional lien waiver. Select one of the following options: Bill Date: The lien waiver is valid through the date of the AP bill, which is specified in the Date box on the Bills and Adjustments (AP301000) form. Posting Period End Date: The lien waiver is valid through the last date of the posting period of the AP bill, which is specified in the Post Period box on the Bills and Adjustments (AP301000) form. AP Payment Date: The lien waiver is valid through the date of the AP payment, which is specified in the Application Date box on the Checks and Payments (AP302000) form. This box appears only if the Automatically Generate Lien Waivers check box is selected in the Unconditional Lien Waiver section on the Lien Waiver Settings tab of the Compliance Preferences (CL301000) form; the default value of this box is copied from the Through Date box in the same section of that form.

Table 17. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Add All Vendor Classes	Adds all vendor classes created in the system on the Vendor Classes (AP201000) form to the table.

Table 18. Table Columns This table contains the vendor classes of vendors for whose documents the system will automatically generate lien waivers when items and services are purchased from these vendors during the completion of this project.
Column	Description
Vendor Class	A vendor class that includes vendors for which the system will automatically generate lien waivers for applicable documents when items and services are purchased from these vendors during the completion of projects based on template.
Minimum Commitment Amount	The minimum amount of the commitment for which the lien waiver will be automatically generated.

Mailing & Printing Tab

The Mailing & Printing tab contains the list of mailings that can be used for emailing the customer pro forma invoices and other documents related to the projects you will create by using this template, as well as the report and report format to be used for viewing and printing these documents. The tab also contains a table that lists the recipients of a mailing: You click a mailing in the Mailings table, and you can view and edit the default recipients of the selected mailing in the Recipients table.

When a new project template is created, the system copies to the project template all the rows of the Mailings and Recipients tables of the Mailing & Printing tab of the Projects Preferences (PM101000) form. You can override some of their default settings.

You can add a mailing to an existing project template if it is listed on the Projects Preferences (PM101000) form. When you select a mailing in the Mailing ID column, the values in the other columns are copied from the corresponding columns of the Projects Preferences (PM101000) form, but you can override some values.

Table 19. Mailings Table In this table, you can view and modify the mailings that can be used to send project-related emails to the customer. For each mailing, you can select either a report or an email template to be used by default as the body of the email.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Active	A check box that indicates (if selected) that this mailing is active (that is, emails can be generated for it). For the PROFORMA mailing, this check box is automatically selected and cannot be cleared.
Mailing ID	The identifier of the mailing. MYOB Acumatica provides the following predefined system mailings: PMQUOTE: A mailing used to print and email project quotes. This mailing is available if the Project Quotes feature is enabled on the Enable/Disable Features (CS100000) form. INVOICE: A mailing used to print and email accounts receivable invoices that originate from projects. CHANGE ORDER: A mailing used to print and email change orders. This mailing is available if the Change Orders feature is enabled on the Enable/Disable Features (CS100000) form. CHANGE REQUEST: A mailing used to print and email change requests. This mailing is available if the Change Requests feature is enabled on the Enable/Disable Features (CS100000) form. PROFORMA: A mailing used to print and email pro forma invoices. After you select a mailing ID from the list of available mailing IDs, you cannot change it. The list of available IDs consists of those in the Mailings table on the Projects Preferences (PM101000) form.
Branch	Read-only. The branch of your company with which this mailing is associated. If you select a mailing ID for which a branch is specified on the Projects Preferences (PM101000) form, the system inserts the branch in this column.
Email Account	The email account to be used for as the sender of emails for this mailing. If no account is specified, the default email account, which is specified on the Email Preferences (SM204001) form, will be used.
Report	The report, which is a printable version of a document, to be used for printing and as the body or attachment of an email if a report is used rather than an email template. The report identifier must start with the PM prefix and have a proper URL. For details, see Report Creation: General Information. By default, the following reports are used for the predefined system mailings: PMQUOTE: The Project Quote (PM604500) report INVOICE: The ProInvoice/Memo (PM641000) report, which is a copy of the Invoice/Memo (AR641000) report CHANGE ORDER: The Change Order (PM643000) report CHANGE REQUEST: The Change Request (PM643500) report PROFORMA: The Pro Forma Invoice (PM642000) report
Email Template	The email template to be used by default to generate personalized emails for this mailing if a template is used rather than a report. This template is defined on the Email Templates (SM204003) form. By default, the following templates can be used for the predefined system mailings: PMQUOTE: PMQuoteNotification INVOICE: Project AR Invoice Notification CHANGE ORDER: Change Order Notification CHANGE REQUEST: Change Request Notification PROFORMA: Pro Forma Invoice Notification
Format	The format in which the report (if applicable) will be sent to recipients of this type, which can be one of the following options: HTML, Excel, or PDF.
Recipients	The way the system specifies recipients in the generated email. The following options are available: Add Recipients: On the generation of an email, the system will copy the recipients specified for the selected notification template, if one has been specified for the mailing, along with the recipients specified on the Recipients table on this tab. The Recipients table is populated with the rows specified on the Mailing & Printing tab of the Projects Preferences (PM101000) form, and you can add any number of extra recipients to the table. Override Recipients: On the generation of an email to which these settings apply, the recipients will be copied only from the Recipients table on this tab. With this option selected, you can modify the list of recipients in the Recipients table as needed. The recipients specified for the notification template or report associated with the mailing will not be included in the generated email.

Table 20. Recipients Table You use this table to view and modify the list of default recipients for the mailing selected in the Mailings table.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Active	A check box that indicates (if selected) that the contact of this type is active. Only active recipients receive the emails generated for this mailing.
Contact Type	The type of contact to receive emails: Account Email: A primary contact of the customer Employee: An employee of your company who handles the documents of the projects created based on this project template
Contact ID	The specific contact that will receive the emails of the customer. A particular recipient can be selected only if Employee is selected as the Contact Type.
Email	The email address of the recipient.
Format	The format in which the report (if applicable) will be sent to recipients of this type, which can be one of the following options: HTML, Excel, or PDF.
Add To	The To, CC, and BCC options, which are available in this column, determine the element in which the recipient will be included in the generated email.