Project Template Dashboard

Modified on Thu, 22 Aug at 8:54 AM

The project template dashboard lets you manage your library of project/quote and production templates.

Functions available on the dashboard are:

Actions menu
- Add Project Template - Create new project or production templates
- Recost All Templates - Keep template pricing current by updating task rates and product costs using the latest task and product rates.
- Recost All Templates w/Options - Update specific pricing, product and task option in templates.
Tabs - View All, Projects or Production Job template lists.
Search - Search the template list
Name - Manage your templates by clicking on the template name or the edit icon.
Edit - Edit template.
Delete - Delete template.