WindoorERP Documentation 19.0

Configure project templates, default analytical accounts, and visibility rules

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Maintains master project templates, default cost accounting analytical journals, billable timesheet policies, and portal collaborator sharing rules.

Before you start

  • System Administrator privileges.

Steps

Configuration projects catalog list view displaying project codes and privacy settings

Configuration projects extended tabular view with managers and billing parameters

Configuration projects kanban board organized by operational business units

Extended project template kanban cards with task counts

Project configuration form with analytical accounts, timesheet rules, and stage bindings

Advanced project settings page with automated notification email hooks

Configuration projects schedule calendar view

Project setup scheduled activities matrix

Important

Creating standardized project templates for Standard Villas versus Commercial Curtain Walls accelerates project setup time by over 80%.

  1. 01
    Navigate to Project › Configuration › Projects.
  2. 02
    Review existing project blueprints across List, Kanban, Calendar, and Activity views.
  3. 03
    Open any project template to configure default task sequences, milestone triggers, and billable task rates.
  4. 04
    Set privacy controls (Invited Internal Users Only, All Internal Users, Invited Portal Users & Customers).

Common mistakes

  • Modifying active project templates during live client bidding without versioning.
  • Setting open portal visibility on confidential military or government palace project records.

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