Project and Production Templates Overview

Project and production templates in WorkGuru let you define pre-set configuration of tasks and products that can be applied to quotes, projects and production jobs. Templates save the data entry required to setup up quotes, projects and jobs individually. They can also assist in systematising the content and layout of quotes, projects and jobs so they are consistent regardless of who in the organisation is creating them.  Templates can be edited on the quotes, projects and production jobs after they've been applied.

Project templates can be added to quotes and projects, usually at the quote stage.  This lets you quickly setup and issue a quote with minimal data entry required and issue with minimal risk of forgetting or missing information.

Production templates are functionally the bill of materials for a produced product.  Even though they use the same tasks and products lines of a project template, they require the additional setup of the productions output line.  Production templates can only be assigned to production jobs.

You can template the following:

• Quote/Project Name
• Quote/Project Description
• Project Phases
• Output SKU (Production template only)
• Tasks - Default task options including:
  • Billable status
  • Options
  • Staff Allocation
• Products - Default product options including
  • Billable status
  • Options
• Custom fields

The line items defined on a project template can consist of an entire job, or they can be a setup as a module of work so you can apply multiple or multiples of templates to build a larger quote, project or production job. 

Multiple quantities of a template can added to a job to suit workflows where you need to add multiple modules of work, such as fabrication. When adding multiple templates, eg, I need to build 2 trailers. The templates will add the relevant amount of labour/hours and components/materials required to build the 2 trailers. You can choose if you would like to keep the duplicate line tasks and materials separate or combined as best suits the project workflow.