Project Ledger templates
Document Output Management is used in Project Ledger to generate output documents.
For sample document templates, and information about uploading and setting up IDM template, select .
This table shows the locations of templates to use when setting up IDM templates:
| Output document | Sample document template location | Upload IDM template location | Set up IDM template location |
|---|---|---|---|
| Federal Financial Report | Projects > Administration > Document Templates > Templates > Project Delivered Sample Document Templates | Projects > Administration > Document Templates > Templates > Project Document IDM Templates > Grant Federal Reporting IDM Templates | Projects > Overview > Projects > Global Ledger > Finance Enterprise Group > Project Funding |
| Project Invoice | Projects > Administration > Document Templates > Templates > Project Delivered Sample Document Templates | Projects > Administration > Document Templates > Templates > Project Document IDM Templates > Project Invoice IDM Templates | Projects > Project Contracts |
| Project Invoice by Project | Projects > Administration > Document Templates > Templates > Project Delivered Sample Document Templates | Projects > Administration > Document Templates > Templates > Project Document IDM Templates > Project Invoice IDM Templates | Projects > Project Contracts |
| Project Invoice Reversal | Projects > Administration > Document Templates > Templates > Project Delivered Sample Document Templates | Projects > Administration > Document Templates > Templates > Project Document IDM Templates > Project Invoice Reversal IDM Template | Projects > Project Contracts |
| Project Invoice Reversal by Project | Projects > Administration > Document Templates > Templates > Project Delivered Sample Document Templates | Projects > Administration > Document Templates > Templates > Project Document IDM Templates > Project Invoice Reversal IDM Template | Projects > Project Contracts |