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.