Project Template Dashboard

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.