How to create a Project Template in Sage Intacct
As mentioned in our Project Statuses Blog (https://ethosystems.com/blog/the-importance-of-job-project-statuses-makeyourforemanhappy/) creating a Project Template is a great way to make sure your projects are set up consistently and correctly.
Tip: We recommend setting up different project templates based on the type of project (Service, Warranty, New Build, etc.).
Below are the steps to creating a Project Template.
Step 1: Create a Project Status
Please review our Project Statuses Blog (https://ethosystems.com/blog/the-importance-of-job-project-statuses-makeyourforemanhappy/) to create a Template Project Status.
Step 2: Create the Template Project
Enter the header information for your template, and click on save. Ensure you select the status of “template” that was just created.
Tip: Remember you don’t have to assign a customer to a Template Project
When using this new template, have the team view the template from the project listing:
and then select Duplicate from the “Quick Action” buttons on the upper right side of the screen.
Tip:
Ensure they update the Project Status on the new project and click on save.
NOTE:
You won’t see a task tab until you save the new project for the first time. However, the system will replicate all assigned tasks and cost types on the new project. They will show up after you go back into the project.
For more tips and tricks on setting up jobs and projects within the Construction Edition of Sage Intacct, please contact us here at ETHOSystems!
ETHOSystems is a multi-award-winning provider of integrated business software solutions and support for Sage Construction and Real Estate industries. We focus on key areas such as Accounting, Project Management, Estimating, Construction Management, and Payroll. With over 35 years of hands-on experience we place a strong emphasis on recommending, implementing, and supporting solutions that help our clients succeed.
At ETHOSystems, our goal is to set up the best systems, in the best way, to ensure long-term success for every client we serve.
