Project and Production Templates

Project and Production Templates Overview
Project Templates in WorkGuru let you define set lists of Tasks and Products that can be applied to quotes, projects and production jobs.   Templates save t...
Wed, 21 Dec, 2022 at 10:06 AM
Managing Project and Production Templates.
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...
Thu, 22 Dec, 2022 at 9:31 AM
Create a Project Template
A project template is comprised of the same line items as a new project, but can be re-used to minimise data entry. You can create a template by clickin...
Wed, 21 Dec, 2022 at 11:02 AM
Create a Production Template
A production template is comprised of the same line items as a new production job, but can be re-used to minimise data entry.  The primary difference betwee...
Wed, 21 Dec, 2022 at 11:01 AM
Bulk Adding Products to Project and Production Templates
If your project template requires a large number of product lines, such as a fabrication template, you can import these products in bulk via a .csv spreadsh...
Wed, 21 Dec, 2022 at 11:13 AM
Editing and Deleting Project and Production Templates
If you need to delete or edit existing project and production templates, you can do it from the project templates dashboard. Administration -> Project Te...
Wed, 21 Dec, 2022 at 11:19 AM
Recost Line Items in Project and Production Templates
As pricing changes for products and tasks over time, the line item pricing on project and production templates will not get updated automatically. Re-costin...
Wed, 21 Dec, 2022 at 4:26 PM
Applying Project Templates
Project templates can be applied to both quotes and projects.   On a new quote or project, click the Add Template To button. Select a template from the a...
Wed, 21 Dec, 2022 at 5:04 PM
Applying Production Templates
Production templates can only be applied to production jobs.   On a new production job, click the Add Template To Production job button. Select a templat...
Wed, 21 Dec, 2022 at 5:31 PM
Project Template Custom Fields
If you require your templates to pre-populate your quote, project or production job custom fields, ensure the Use on Project Templates option selected in ad...
Wed, 21 Dec, 2022 at 5:28 PM