...
- Display the Issue In-house Project window.
- Right-click in the In-house Projects pane and select Insert. The system adds a new record to the table in the In-house Projects pane.
- In the new record, highlight the default name in the Project/Contract column and type a name to identify this project template.
- Tab to the remaining columns and enter the appropriate information, if known.
- Right-click the new record and select Edit Selection. The system displays a dialog box that shows the hierarchy of asset types.
- In the dialog box, select the asset types to be associated with this project template. You select an asset type by selecting the check box next to the asset typeright-clicking the name of an asset type and selecting the appropriate selection command. If necessary, you can also de-select asset types by selecting the appropriate de-selection command.
- When all asset types are selected, click Next. The system displays a second dialog box that shows activities. (If you do not wish to select activities, click OK instead of Next. This completes the selection process, closes the dialog box, and displays the selections in the lower panes.)
- In the dialog box, all activities pertinent to the just selected asset types will be shown. Select the activities to be performed in this project template. You select (and de-select) activities in the same way as selecting asset types.
- When all activities are selected, click OK. This completes the selection process, closes the dialog box, and displays the selections in the lower panes.
- If required, in the Account Codes pane, type the appropriate accounting codes in the appropriate fields.
- Click
.
...