The project template dashboard lets you administer your library of project and quote templates.

From the dashboard you can:

  1. +Create New Project Template - add new templates.
  2. Recost All Templates - update the unit cost of product lines as their pricing changes.
  3. Search the templates.
  4. View existing template details by clicking on the template Name.
  5. Edit existing templates by clicking on the edit icon.
  6. Delete existing templates by click on the trash icon.