Project Document Templates

Project documents allow you to print internal project information in the layout and detail your workflows require. Project documents can be used to print information such as:

• Project details and dates
• Project contacts
• Project manager details
• Forecast values
• Billable actuals
• Invoiced and credited amounts
• Purchase totals
• Product and task costs
• Project time
• Weight and volume
• Reporting categories

It is common to have a library of different versions of project templates to suit printing specific project documentation. For example, generating work orders, pick lists or delivery dockets to physically give to staff.

Supported Fields

Universal Fields

• Asset Fields
• Billing Client & Billing Client Contact Fields
• Business & Warehouse Fields
• Client & Client Contact Fields 
• Project Fields 
• Project Group Fields 
• Purchase Orders Fields 
• Quote Fields 
• User & General Fields 

Table Fields

• Product Table Fields
• Task Table Fields
• Phase Table Fields
• Invoice Summary Table Fields
• Project Notes Table Fields
• Purchase Lines Table Fields
• Purchase Order Summary Table Fields
• Stock Usage Summary Table Fields
• Timesheets Table Fields
• To-Do List Table Fields

Note: Not all fields of every type is supported. Confirm the document specific support fields on the relevant field reference.

Template Examples

Attached are examples of project document templates. Project document templates are used to print internal information from the project and display both billable and non-billable lines in the task and products tables. These templates are to be edited to make them specific to your WorkGuru. Please update the branding, information and formatting as required. 

• Brief/Work Order - Displays forecast project information and any assigned assets.
• Delivery - Delivery slip for products.
• Pick - Pick list for products.
• Summary - Displays forecast and current actuals accrued on the project with a full financial summary including profitability.