If you use quick project setup templates, enter the identification number of the template that you want to use to set up a new project. You can click to select the identification number. The quick project template controls data entry required for a new project.

After you enter a template ID, its description prefills here.

Enter a new project. IDs for each project must be unique. After you save the record, you cannot edit this field.

In the Project field, you can click to select a project from the Project User Flow from which to create a new quick project. After you retrieve the existing project, click the Load Project button and the existing project's information defaults in the Manage Project Master Data from Templates screen. Then you enter a new project ID in the Project field.

To retrieve an existing quick project, click .

Enter the name of the project.

Enter a unique abbreviation for the project. Only one abbreviation is allowed for each project segment.

Project abbreviations can be used in many transaction screens as an alternative to entering the project. For screens in which a Project Abbreviation field is available, entry of the abbreviation on any transaction line defaults the associated project. Normally, you do not enter a project abbreviation unless the Allow Charging check box is selected.

Select this check box to approve a quick project. You approve a project after all the information you require is entered in the Manage Project Master Data from Templates screen and its tabs. Only users entered as approvers on the Manage Project Approver Settings screen can approve a project.

Fields that require entry before you can approve a project are:

• Project
• Project Name
• Project Type
• Project Classification
• Account Group
• Owning Organization

If you use quick project templates, additional fields may require entry per the setup for the quick project template. Approving a project makes it ready for importing into the Manage Project User Flow application.

You import the quick project on the Import Project Master Data from Templates screen.

If you use quick project templates, after you enter the template ID in the Manage Project Master Data from Templates screen, click this button to retrieve all the default values set up for the template ID.

When you create a new project, click this button to copy the setup from a project that already exists on the Manage Project User Flow screen to the new project.

Steps:

1. In the Manage Project Master Data from Templates screen, in the Project field, click to select a project from the Manage Project User Flow screen.
2. Click the Load Project button.

   The project's setup information defaults in the Manage Project Master Data from Templates screen, and the project number is removed so you can enter the new quick project number.