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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 financial year end or calendar year.
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.

Project templates