Create a Project Template

A project template consists of the same line items as a new project, but can be re-used to minimise data entry. You can create a template by clicking on the Add Project Template from the project template dashboard's Actions menu (Administration -> Project Templates)

The add project template page will display.

From the new template screen enter the following:

• Project Custom Field Group - Assign a custom field group to the template if required.
  
• Bulk Add Products - Bulk import a product lines into a template to speed up data entry on more complex templates
• Name:  Template Name
• Description: Additional information to help identify your Template
• Project Phases: Add each phase and hit enter if using phases on your projects
• Is Production Job Template:  For project templates, ensure this option is NOT ticked. When enabled, this will add the Output lines to switch the template to a production template.
• Tasks - Click AddTask
  • Name - Template task name.
  • Quantity - Template task quantity.
  • SellPrice - Template task hourly sell rate.
  • Billable - Template billable line checkbox.
  • Optional - Template Quote options checkbox.
  • Description - Template task description.
  • Staff Allocation - Pre-allocate staff to the template task.
  • Staff Teams - Pre-allocate teams to the template task.
  • Tax Type - Template task tax type.
  • Unit Cost - Template task hourly cost rate.
  • Cost Multiplier - Template task's cost multiplier.
  • Force Task Rate Costing on Timesheets? - Over-ride the actual costing on timesheets added to this task from the user's hourly cost to the task unit cost.
  • To Do: - Enter or over-ride the task's to do list to suit the template.
• Products - Click Add Product or bulk import. 
  • SKU - Template product SKU.
  • Name - Template product name.
  • Quantity - Template product quantity.
  • Sell Price - Template product sell price.
  • Billable - Template billable line checkbox.
  • Optional - Template Quote options checkbox.
  • Description - Template product description.
  • Unit Cost - Template product cost price.
  • Tax Type - Template product tax type.

Click Save or Save and Continue Editing when complete.

Project templates are now available in the All and Project tabs on the project template dashboard.