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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