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.