Template management is done from the project templates dashboard.   From the dashboard you can search and via the All, Project and Production tabs, view and individual breakdown of each template type.

The dashboard provides in the Actions button, the functions to re-cost or add a new template.  In the template lists there are shortcuts to edit or delete a temple or you can click on the template name to open the template details page:

From the details page you can review the templates line items, custom fields (if enabled) and the template's forecast profitability.   Additional functions include:

  • Recost Template - Re-cost the individual template
  • Select Client to View Relevant Pricing - Check price tier pricing per client.
  • Edit - Modify or update the template.
  • Duplicate this Template - Create a copy of this template to modify and save as an additional template.