The project template dashboard lets you manage your library of project/quote and production templates.
You can search for and view the list All, Projects or Production Jobs templates using the tabs and search field. You can add templates by clicking on Create New Project Template+.
You can manage your templates by clicking on the template name or the edit icon. Clicking on the trash icon will delete the template.
You can also use the Recost All Templates button to update task rates and product costs using the current pricing in the task and cost lists. This ensures your templates are always displaying the correct forecast profitability when added to Quotes, Projects and Production Jobs.