Page History

...

Using Full Project Templates in Project Estimates

...

1. How to Create a Full Project Template

1. Go to Projects Module, Navigate to the Projects screen from the main menu.

2. Click “Create”
   Select Create to “Create.” to open a new project entry form.

3. Enter Template Details

   • Description: Name of the template (e.g., “Template MEP – ELECTRICAL”).

   • Status: Set as “New”.

   • Check ‘Is Template’ (if applicable): This marks the project as a reusable template.

   • Entity, Company, and Project Type: Fill these as needed for categorization.

4. Build the Estimate Structure

   • Go to the Estimates tab.

   • Manually enter cost and revenue items or import BOQ from Excel.

   • Include WBS codes, units, prices, overheads, and markups.

5. Save
   Once the structure is complete, click Save. The project is now available as a template.

...

1. Open the Project Estimate
   Navigate to the Estimates tab in the existing project.

2. Click “Fill by Templates”

   • A selection window will open with available templates.

   • Choose the relevant template (e.g., MEP Electrical, Interior Works).

3. Apply Template

   • Confirm the import. The system will copy the cost structure (items, quantities, UOM, prices) into the project estimate.

   • Revenue and markup may also be filled, depending on template settings.

4. Review and Save

   • Adjust any items if needed.

   • Click Save to update the project with the filled-in cost data.

...

...

1

...

1. Go to Projects – Open the Projects screen.

2. Click “Create” – Start a new project entry.

3. Enter Details – Add template name, status “New”, and check ‘Is Template’ if applicable. Fill in entity, company, and project type.

4. Build Estimate – On the Estimates tab, input cost/revenue items or use Import BOQ From File. Include WBS, UOM, price, overhead, and markup.

5. Save – The project becomes available as a reusable template.

2. Use a Full Project Template

1. Navigate to Templates – Find the correct group (e.g., “MEP Templates”).

2. Select Template – Choose one (e.g., “Template MEP – ELECTRICAL”).

3. Click “Generate” > Create Project from Template – A new project is created with the template structure.

4. Edit Details – Update project-specific info: name, client, date, quantities.

5. Save – A new project is now initialized with pre-filled structure.

3. Fill Cost Using Template

...

Open Project Estimate – Go to the Estimates tab.

...

Click “Fill by Templates” – Choose a template.

...

Apply – Cost items (with WBS, UOM, price) are copied in.

...