Project templates

Project templates let you specify default information that makes it easy to quickly add projects for clients. Use the following steps to set up a new project template.

You must have the appropriate permission enabled before you can create project templates. See Add staff to permission groups for more information about this process. To access the Project Templates permission, click Setup > Permission Groups and choose the Onvio Setup tab. Click the Show Details link to display the list of setup permissions, and scroll down to Project Templates.

  1. If you plan to use service templates, set them up first.
  2. Choose Setup > Project Templates and then click Add.
  3. Enter information for the template on the General tab. ID, Name, and Status are required fields.
  4. For projects that will recur, set up the recurrence frequency.

    If you choose Based on Accounting Periods, you'll be prompted to specify the number of months and days before or after the end of the period.

  5. Specify a generation method for the next instance of the project.
    • When the current is complete: the next project will generate when the project status field is set to Completed.
    • Specified days until the next due date: the next project will generate based on your selections in the month(s) and date(s) fields.
    • When I manually create it: the next project does not automatically generate.
  6. Specify how target dates are determined. Target dates can be set for a predetermined time before the project's due date, or for a predetermined time after the actual received date.
  7. If the project can be extended, click the Add Extension link and set up as many extensions as needed. Onvio extends the due date accordingly when the project is extended.
  8. Make a selection under the Document Folder Option field to have client document folders automatically generate when the project is created. The choices are Create new folder, Create new folder from template, or None. If you select None, folders and files can be manually added to Client Documents after the project is created.
  9. Depending on which features your firm has licensed, you may also see a Tasks tab. You can use this tab to add and track each step of the project as it progresses.
  10. If your firm is using Time and Billing, use the corresponding tab to choose a service, enter an invoice description, and enter tax group information.