Creating templates for move projects

A move project provides details about the tasks that are performed for move requests. You can create a template for move projects to maintain consistency of the move details. For example, you can create a template that specifies the required tasks for the move and the cost codes.

1. Select Projects > Set Up > Project Template > Facilities Project.
2. Specify the details of the template, such as scope, schedule, and budget.
3. Assign the contact roles for the move project.
4. Save the record.