Copying templates for project funding source
- Select .
- In the Invoicing And Revenue Setup panel, select Project Funding Source Templates.
- Select the project funding source template to copy.
- Select .
- Specify this information:
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New Project Funding Source Template
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Specify the name for the project funding source template. You cannot change the name after you create the record.
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New Description
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Specify the description for the project funding source template.
- Click Submit.