How to Set Up a Line Item Template
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How to Set Up a Line Item Template
- 1 Minute to read
- Print
- DarkLight
- PDF
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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.
Navigate to Maintenance > Templates > Template Setup.
Select the template and click Setup > Template Setup.
Select the line item categories you want in your template definition.
Click Save.
Notice how the line item category accounts match the accounts loaded to the WBS - Outlining Project Costs template.
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