1. Home
  2. Lookups
  3. Estimate Templates

Estimate Templates

You can create an Estimate Template to define a structured (hierarchical) list of templates for the Job Estimate in your job estimates. When editing a job, it is possible to choose an Estimate Template, select some Estimate Templates and add them to the current estimate. That will pre-populate the Code, Name, Resource Type, Unit Rate and Factor for the new lines. Alternatively, you can pick individual Item Templates from a drop-down list when editing an estimate. In the future, if the Estimate Templates are modified, you can update the estimates that use them to reflect the changes.

Estimate template screen.

  • To open the Estimate template section, click ‘Lookups’, then click ‘Estimate Templates’

    Lookups - Estimate Templates - Overview
  • The following window will be displayed.

    Lookups - Estimate Templates - Overview 1

Create a new estimate template

  • To create a new estimate template, click ‘Template’ on the main toolbar, then click ‘New’.

    Lookups - Estimate Templates - New
  • Enter a name for the template and click ‘Save’.

    Lookups - Estimate Templates - New 1
  • The new template will be loaded into the window.

Configuration of Items and Composite items for an Estimate Template can be found under Add/Edit Items for Estimate Template

Load a Template

  • To open a template, select it from the drop-down box.

    Lookups - Estimate Templates - Select

Clone a template

  • To create a copy of a template, select it from the drop-down box and click ‘Clone’.

    Lookups - Estimate Templates - Clone
  • Enter a name for the new template and click ‘Create’.

    Lookups - Estimate Templates - Clone 1

Delete a template

  • To delete a template, select it from the drop-down box and click ‘Discard’. This will delete all the Items within the template as well.

    Lookups - Estimate Templates - Discard

Import a library template

  • To import a Library template, click ‘Import’ on the main toolbar and then click ‘From Library’

    Lookups - ItemTemplates - Library
  • Select your Item template from the drop-down and then name it as desired.

    Lookups - ItemTemplates - SelectTemplate
  • Map the resource types, by selecting them in the corresponding drop-downs.

    Lookups - ItemTemplates - Resource Type

You can select ‘create new’ in the drop-down if you do not have a resource type to match what is in the library.

  • Click the ‘Import’ button to start the import process.

    Lookups - ItemTemplates - Import

Some of the Library templates are quite large and can take up to 5 minutes to be saved to your workspace.

Updated on March 30, 2022

Was this article helpful?

Related Articles