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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)

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.” 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’: 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.

2. How to Use a Full Project Template

  1. Go to Projects > Project Templates
    Locate the relevant template group (e.g., Construction Bill Templates, MEP Templates).

  2. Select a Template
    Highlight the template to use (e.g., “Template MEP – ELECTRICAL”).

  3. Click “Generate”

    • Select Generate > Create Project from Template.

    • A new project will be created using the full structure of the template.

  4. Enter Specific Project Details

    • Modify project name, customer, dates, and any unique tasks or quantities.

    • Leave the standard cost structure intact, or adjust it as needed.

  5. Save and Proceed
    The new project is now ready with a pre-filled estimate.

3. Fill Cost Using a Template (Cost Fill by Templates)

If the project already exists but the cost items are missing or incomplete, the template can be used to fill just the cost details:

  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.

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