Setup

Project Templates has an integrated setup wizard to assist you with the initial configuration of the extension. It is recommended to use the setup wizard page to set up the extension.

  1. Search for and open the Project Templates Setup Wizard page using the Tell Me search feature.

    Search for the setup wizard with the Tell Me search feature

  2. Read the introduction and click on Next to move on to the next step.

    First page of the Setup Wizard with information about the Project Management Pro extension

  3. Read the information about the extension being free-to-use in Sandbox environments and requiring a subscription in Production environments and choose Next to move on to the next step.

    Setup Wizard page with information about use in Sandbox and Production environments

  4. Assign the Extension Permission Sets to the Users and/or Security Groups

    Assign Permission Sets

  5. Set the value of Block Invoice Before Shipment: Specifies wether invoice before shipment will be blocked.

    Assign Permission Sets

  6. Open the General Posting Setup page and set the Project G/L Accounts

    Assign Permission Sets

  7. Click on Finish to finish the setup and start using Project Templates.

    Assign Permission Sets

Apportunix Project Templates is now configured and is ready to be used.

Last update: June 13, 2024