Surcharges & Discounts in Project Templates

Project Templates can include surcharge and discount lines alongside your standard product and task lines. When a new project is created from the template, these percentage lines are automatically applied, saving you from manually adding them every time.

Adding Surcharges & Discounts to a Template

Navigate to Administration → Project Templates and open the template you want to edit (or create a new one). Below the product and task line items, you will find the Add Surcharge / Discount button.

Click it to add a new surcharge or discount line. Each row has the following fields:

• Type – Select Surcharge or Discount.
• Name – Enter a label or search for a saved template. Selecting a template auto-fills the other fields.
• % – The percentage to apply when the template is used.
• Tax Type – The tax treatment for the line. (Visible via the details toggle.)
• GL Code – The general ledger account code. (Visible via the details toggle.)

Click the … (ellipsis) icon to show or hide the Tax Type and GL Code detail columns.

How It Works When Creating a Project

When you create a new project from a template (or apply a template to an existing project), the surcharge and discount lines defined on the template are copied to the project. The percentage values, tax types, and GL codes are all carried across. Once on the project, the amounts are calculated against the project’s actual product and task subtotals.

Bulk Add from Template

If a project template includes surcharge or discount lines, they are included as part of the bulk-add operation when applying the template. This means you get a complete project setup — products, tasks, and surcharges/discounts — in a single action.

Editing After Creation

Surcharge and discount lines created from a template behave just like manually added lines once they are on the project. You can modify the percentage, change the type, update the tax settings, or remove them entirely without affecting the original template.