Create a Production Template

A production template is essentially a way to save the bill of materials of a product you make. The primary difference between a project and production template is the output line. NOTE: Production templates can not be used on quotes or projects.  Project templates can not be used on production jobs.

You can create a template by clicking on the Add Project Template from the project template dashboard's Actions menu (Administration -> Project Templates).

From the add project template screen enter the following:

• Project Custom Field Group - Assign a custom field group to the template if required.
• Bulk Add Products - Bulk import product lines into a template to speed up data entry on more complex templates.
• Name:  Template Name
• Description: Additional information to help identify your Template
• Is Production Job Template:  Ensure this is selected as this enables the output lines required for a production template.
• Output - Product(s) being produced. SKU must already exist as a stock controlled product in WorkGuru. The output lines are what are being produced and moved into stock on hand at the value of the following tasks and products.
• Tasks - Click AddTask
  • Name - Template task name.
  • Quantity - Template task quantity.
  • SellPrice - Template task hourly sell rate.
  • Billable - Template billable line checkbox.
  • Optional - Template Quote options checkbox.
  • Description - Template task description.
  • Staff Allocation - Pre-allocate staff to the template task.
  • Staff Teams - Pre-allocate teams to the template task.
  • Tax Type - Template task tax type.
  • Unit Cost - Template task hourly cost rate.
  • Cost Multiplier - Template task's cost multiplier.
  • Force Task Rate Costing on Timesheets? - Over-ride the actual costing on timesheets added to this task from the user's hourly cost to the task unit cost.
  • To Do: - Enter or over-ride the task's to do list to suit the template.
• Products - Click Add Product or bulk import.
  • SKU - Template product SKU.
  • Name - Template product name.
  • Quantity - Template product quantity.
  • Sell Price - Template product sell price.
  • Billable - Template billable line checkbox.
  • Optional - Template Quote options checkbox.
  • Description - Template product description.
  • Unit Cost - Template product cost price.
  • Tax Type - Template product tax type.

Click Save or Save and Continue Editing when complete.

Production templates are now available in the All and Production tabs on the project template dashboard.