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:

Actions menu:

• Bulk Add Products - Bulk import a product lines into a template to speed up data entry on more complex templates

Overview tab:

• Name:  Template Name
• Description: Additional information to help identify your Template
• 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.
• Project Phases: Add each phase and hit enter if using phases on your projects
• Project Custom Field Group - Assign a custom field group for projects to the template if required.
• Quote Custom Field Group - Assign a custom field group for quotes to the template if required.
• Tasks - Click AddTask
  • Name - Template task name.
  • Phase - Select template phase from dropdown.
  • 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.
  • Phase - Select template phase from dropdown.
  • 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.

Purchase Template tab:

• Purchase Templates - Search for and add purchase templates by name. This will then display a button in the materials tab of the project allowing you to purchase by template.

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.