Key Steps
Access Customization Options:
Click on the initials or profile picture in the top right corner.
Select the customization option.
Manage Project Templates:
Scroll down and locate the project templates under the template subheading.
View existing baseline templates for project and sales requirements.
Customize baseline templates for project number generation, project statuses, project processes, custom fields, and default booking requirements.
Manage Sales Opportunity Templates:
Access the sales requirements option under Project Templates.
Define number generation, statuses, processes, custom fields, and bookings for sales opportunities.
Add Additional Templates:
Customize and add more sales or project templates as needed for specific job types.
Modify Existing Templates:
Click on the template name to edit.
Define project processes (stages or phases), allocate time, costs, and potentially budgets.
Add custom project fields unique to the template or job type.
Define Processes:
Under Fundamental Data, access Processes to manage stages or phases applicable to multiple project templates.
Create processes once and allocate them to multiple templates for efficiency.
Cautionary Notes
Ensure that the status of each template is set to active before saving any changes.
Be cautious when modifying templates to maintain consistency across projects and sales opportunities.
Tips for Efficiency
Utilize baseline templates for common project and sales requirements.
Create processes that can be reused across multiple templates to save time.
Regularly review and update templates to meet changing business requirements.
By following these steps, team members can effectively manage project and sales opportunity templates within the DRUM account, ensuring consistency and efficiency in project and sales management.