Use this dialog box to create a new Contract Management project template, which you can then use as the basis for creating future projects. You can specify general project information, such as the project name and title, names of key participants, project start and finish dates, job and project numbers, and project amounts.

Note: Any field in the dialog box with an asterisk is required.

Name

Enter a unique abbreviation for the template, using up to eight alphanumeric characters. You must enter a value in this field when creating a new template.

Title

The name of the item.

ID

Enter the name or title of the contract.

Job Number

Enter a unique abbreviation to identify this job.

Project Number

Enter a unique number to identify this project.

Location

Enter the location of the project.

Value

Enter the total amount of the project.

Description

Enter a detailed description of the project.

How to access this dialog box:

Right-click on the Templates folder in the Project View and choose New Template from the drop-down menu.

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