Project templates

The shape of a project before it has a client. A phase names a role and never a person — the project names who fills each role, and that is what puts someone on the phase.

Template	Department	Roles	Phases	Tasks	Projects open	Action
401(k) plan audit	Audit	5	5	11	1	Open
Financial statement audit	Audit	6	5	7	3	Open
Individual return	Tax	5	7	none	1	Open
Monthly close and filings	CAS	5	4	17	1	Open