Project templates are ready-made templates that simplify creating new project estimates. They ensure consistency and save time by reusing standard formats and structures.
Each template contains predefined:
WBS (Work Breakdown Structure) or hierarchy
Cost and revenue structures
Standard tasks, UOMs, and pricing
Overheads and markup percentages (if applicable)
1. How to Create a Full Project Template
Go to the 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’: 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.
2. How to Use a Project Template
The Fill by Template feature enables the automatic population of the Project Estimate document based on predefined templates. These templates, stored in the database, include standardized revenue structures that can be applied to multiple projects to ensure uniformity and save time.
This feature is available within the project estimate document.
Click on the Fill by Template option to fill in the revenue and cost tab.
The screen is divided into two parts:
Left Side: Displays a list of all available template projects marked as templates in the database.
Right Side: Shows the revenue rows from the selected template.
You can select a single line, multiple lines, or all lines. To add a line to your project estimate, hover over it and click Pick. The selected line will appear in the estimate table below, where quantity and markup can be adjusted. Cost, total cost, and markup amount will be calculated automatically.
Click Next Step once the project estimate tab is filled.
This shows all tasks and subtasks, detailed revenue lines, quantity, unit cost, and markup. Click Fill to transfer this structure to the project.
The Estimation Document will be filled out accordingly.
If the template included cost lines linked to revenue, those links will be transferred as well.
Review the details and click on the post to complete the process.