Job Template structure
In many cases you want to copy the same information from other jobs since the jobs are similar or want to use the same set of project lines. To avoid repetitive actions, we created the Job Task Template functionality.
Creating a Job Task Template is very easy, search (Alt + Q) for the Job Task Template List and open the page. Just enter a Template No. and description and start entering the lines. Create as many templates as you need in your daily process.
As you can see, the General Resources and Items functionality is also available here! When you have created the templates, you can select the template by using the function Add Planning Lines from Template on the Job Task subpage. To start this process, be sure to be on the correct Job Task line.
A list opens with the available templates to select from, after selecting the correct template and clicking OK the lines are copied.
Job Templates¶
Job Templates helps to predefine Job structures and settings which are frequently used by creating jobs.
The Job Template card lets you predefine Job fields, like the initial Status, Job Types etc. & the Job Task structure and allowing to create Budget/Billable planning lines and Apply Usage link (and more).
In field No. of Resources you can see how many resources are linked to this general resource. When you click on the number, a page will open to add a resource/item to the general resource/item.
How to use this functionality
When you enter a Job Planning Line an extra field Use General is available. With this field you can switch to filter for general resources or normal resources. With this boolean activated when selecting resources, you will only see resources where field General Resource is activated.
