Project Templates

Project Templates Overview
Project Templates in WorkGuru let you have pre-defined lists of Tasks and Products that can be applied to Quotes, Projects and Project Groups.   Templates s...
Fri, 9 Oct, 2020 at 10:35 AM
Create a Project Template
The template is created in similar way as a new project, but can be re-used to minimise data entry. You can create a Template from Administration ->...
Fri, 27 Aug, 2021 at 2:05 PM
Bulk Adding Products to Project 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...
Tue, 7 Sep, 2021 at 5:24 PM
Editing and Deleting Project Templates
If you need to delete or edit the Name and/or Description and the task and product line items of your existing Project Templates, you can do it from Adminis...
Fri, 27 Aug, 2021 at 2:10 PM
Recost Line Items in Project Templates
As pricing changes for products over time, the project templates will not get updated automatically.  To ensure your projects are being forecast correctly, ...
Tue, 5 May, 2020 at 11:09 AM