A project template is comprised 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 Create New Project Template from the project template dashboard (Administration -> Project Templates)

The add project page will display

From the new template screen enter the following:

  • Bulk Add Products - Bulk import a product list 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.
  • Products - Click Add Product 
    • 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.