Project Templates

Administrators use Setup > Project Templates to prepare stages for recurring kinds of work. A template can be selected when creating a quote or creating a project directly.

Create a template

1. Open Project Templates and click Add template.
2. Enter a title and description, then click Add Template.
3. Open the template and use Add stage.
4. Enter a unique stage number, title, description, price and quoted hours as required.
5. Click Add Stage and repeat for the other stages.

Choose Non-fee earning for a stage that should not be billed. Such stages must have a zero price. This is useful for internal work that still needs tracking.

Edit and arrange stages

Use a stage's edit control to change its details and click Update Stage. Drag its handle to reorder it, or focus the handle and press Alt + Up or Alt + Down. Reordering saves automatically.

The template's Update Template button saves its title and description. If the page reports that stages have changed since it was loaded, reload before editing again so you work from the latest version.

Apply the template

Select the template when adding a new quote or project, then check the copied stages before proceeding. Updating a template does not update stages already copied into existing records.

Non-fee earning is inherited when a project is created directly from the template. The quote route does not carry this flag through quote stages. If a project is created from an accepted quote, check the resulting project's stage flags and set non-fee earning stages there as needed.

Within a project, stage reordering is available in normal stage order with the table search cleared.