Project and Offer Templates
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You can declare any project or offer to serve as a template that can be used in the creation of other, similar projects and offers in flexible ways. In this way large repetitive orders and enquiries can be handled extremely fast.
Declaring a project or offer as template
Using templates in project creation
Note: the following informationen applies to projects as well as offers.
In the Project input screen click on Order Templates (not needed in Offers). You will now see a list of projects that have previously been defined as templates. While hovering over the text fields with the mouse pointer you will see more project details. If you want to remove a template from the list simply clear the checkbox at the end of the row.
Click on a template name to display its details (incl. sub-projects) and to activate it. Main project details and sub-project details can be handled separately.
Applying main project data
To copy general project details click (beneath the sub-project table).
Whether or not the client name (incl. contact person) will be included as well depends on the "Client" option below is activated or not. The same applies to many other details.
Depending on the activated options sub-project data can be copied in full or in parts from the template into the new project. As for project data, hovering over the fields with the mouse pointer will display further information contained in the template.
Please note QUANTITY / no. of units is never copied
Setting a general standard for copying data
You can save your preferred template settings, and load these the next time you activate a template.
In project List view, click the Templates tab to view all templates at a glance, e.g. to check and improve the selection.