Set up recurrence frequency for project templates

You can set up the recurrence frequency for project templates. The recurrency frequency lets Onvio know how often the project will occur and when the project will be due.

Before you start

Make sure you're assigned to a permission group that has Project Templates enabled.

Set up recurrence frequency

  1. Go to Setup, then Project Templates.
  2. Select Add or select the project template, then select Edit.
  3. In the General tab, select a Pattern.
    • For Annually and Periodic recurrence frequencies, you can select fiscal year end or calendar year.
    • For projects that use an accounting application, you can base recurrence frequency patterns on a client's accounting periods.
  4. Use the additional options to further define the recurrence pattern.
    • For example, for biweekly payroll work, you can create a project template that will be due every two weeks on Friday (weekly pattern, due every 2 weeks, on Fridays).
  5. Make changes and select Save.

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