How to Set Up a Line Item Template

How to Set Up a Line Item Template

The set up / designing of the template takes place once you've added the template. Adding the template is discussed above.

1. Navigate to Maintenance > Templates > Template Setup.

2. Select the template and click Setup > Template Setup.

3. Select the line item categories you want in your template definition.

4. Click Save.

Notice how the line item category accounts match the accounts loaded to the WBS - Outlining Project Costs template.