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.