Job Templates

When creating a new Project it's possible to create a Job Template which contains costs that need to automatically be added to your new Projects. These could be client costs which are required for all Projects which can easily be forgotten.

Please Note: You will need the /costJob AND /saveJob permissions Approved in order to use this feature.

Requirements:

You will need a specific Project & Product set up to attach the templates to, so that the costs can be excluded from financial reports

1. Create a Project named Job Template Project
2. Create a Product named Job Template Product
3. Create a Resource named Job Template Resource, with Resource Category People, and flagged as Generic

To Create a Job Template:

1. Menu > Admin Options

2. Open Job Template Editor - You will see the Project Types listed on the left hand side

3. Click New Template - this will open a Job in a new tab with the Job Type of Job Template

4. Select the Job Template Project and Product (from above)

5. Complete the required fields

6. Save the Job - you should only see the Schedule, Job History and Gekko Data tabs

7. On the Job > Schedule tab, add your Job Template Resource and all of the required services

8. If you have the resource based actual times enabled, (DATE_BASED_ACTUAL_TIMES=9), enter the Regular Hours value, otherwise Apply the actual times on the Actual Times tab

9. Cost the Job and close the Job tab

10. Go back to the Job Template Editor and refresh - the New Template button should change to Edit Template

11. Click on the Project Type name - two panels will open showing Job details and the costings on the Job

12. Main Menu > + New Project

13. Select the Project Type that you created the Job template for and enter the header details and Save - You will see the Costed Job on the Summary tab