Project Templates and Common Tasks: Implementation Checklist

To ensure that the system is configured properly for creating project templates and common tasks, make sure that the features and settings listed in the table are configured as described in the following table.

Form Task to Perform
Enable/Disable Features (CS100000) form Make sure that the Project Accounting check box is selected.
Projects Preferences (PM101000) form Make sure that all necessary settings of project accounting have been specified.
Account Groups (PM201000) form Make sure that all the necessary account groups have been configured.