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Set up a template for weekly or biweekly projects that start on different days of the week

When setting up a project that occurs weekly or biweekly (every 2 weeks), you must specify which day of the week the project is due. This frequency factor is most often used for payroll or payroll related projects that may be due on different days of the week for each client. Using the weekly recurrence option, you can create a separate template for each day of the week the project is due. If you also have similar projects that are due every other week, you'll need to create separate templates for those as well, resulting in many templates needing to be created and managed.
The following steps provide an alternate way to set up weekly and biweekly projects that occur on different days of the week without needing to set up a separate project template for each day:
  1. Select
    Setup
    ,
    Templates
    , then
    Projects
    .
  2. Select
    Add
    .
  3. Enter the project information on the
    Main
     tab.
  4. On the
    Dates
     tab, set the
    Recurs
     option to
    Daily
    .
  5. For projects that occur every week, set the
    Due every
     option to
    7
    . For projects that occur every 2 weeks, set the
    Due every
     option to
    14
    .
  6. Complete the remaining fields on the
    Dates
     and
    Tasks
     tabs and select
    Enter
     to save the new template.
  7. Add the project to a client and change the
    Due date
     to the next date this project will be due for the selected client.
  8. The project will regenerate every week or every 2 weeks on the same day of the week.

This article applies to:

  • Product: Practice CS