how to create
How to use
Full project templates.
Cost fill by templates.
Project templates serve as preconfigured blueprints that streamline the creation of Project templates are ready-made blueprints that simplify creating new project estimates. They help maintain ensure consistency across projects and reduce setup save time by reusing standard formats and structures.
This section explains how to create a full project template, use it for a new project, and auto-fill costs using that template.
Each template contains predefined:
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Go to Projects Module, Navigate to the Projects screen from the main menu.
Click “Create.” to open a new project entry form.
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.
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.
Save
Once the structure is complete, click Save. The project is now available as a template.
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