Project templates are used for predefining all the regular stages and measurements you would use on your plans when estimating. 

You will find access to your project templates on your home page

You can also add new project templates from the 'New' button

Give your project template a name and click 'Create'

A project template looks exactly like a new project. 

You can set

  • To do list
  • Stages and measurements
  • Sharing options

Add your stages, then click the 'Edit' button to add your take-off templates to each stage. If you have not set up any take-off templates you can do it from this area also.

Once you have finished your project template, you will now have access to choose this template when starting a new project

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