Project types are used to define the different types of projects that you manage for reporting purposes.
Project Types can also include predefined stages to create Projects faster.
For example, a Project Type could be 'New Build', which includes common stages such as Planning, Rough-In, Fit Off and Commissioning.
Selecting a Project Type with predefined stages will reveal the 'Add Stages from Project Type' button. Learn more under Setting Stages below.
Project Template Name
This is used to help staff easily identify the Project Template by name.
When a project is generated from this template, the Project Name will be the same as the Project Template Name.
It can be changed on the project once it has been created.
The customer order number or contract number.
Description of the project work.
Project Template Status Only visible after saving
The status of this Project Template once you click Save Project Template. The available statuses are 'Open' and 'Closed'.
Generated Project Status Only visible after saving
The initial status of a Project which is generated from this template. The available statuses are 'Open' and 'Closed'.
Project Template Stages
On the right hand side, you can add project stage templates, which will create project stages when the project is generated.
To add a stage template, click + Add Stage.
TheProject Typeselected for this project could also have pre-defined stages. These can save time on manual entry. Click 'Add Stages from Project Type' to insert these.
Learn about 'Stage' fields...
The name of the stage (or phase) in the Project.
By default, this will be pre-filled with ("Location - Stage Type"). If there is no Stage Type, the name will be ("Stage 1 - Location", "Stage 2 - Location" etc. You can always overwrite this name with something more meaningful (e.g. Rough In, Fit Off etc)
The work site for this stage.
By default, this will be pre-filled with Project location. This field is useful if the work site changes per stage (e.g. Level 1, Level 2, Level 3)
These can be useful if you want to automate the name of each stage. For example, you could select 'Level 2' as the location and 'Planning' as the Stage Type. The Stage Name will automatically be called "Planning - Level 2"
The status the stage will have on project generation.
Project Template Tasks
Once the project stage templates are created, you can also add Task templates (optional).
To add a task template within a stage template, clickAdd Task and complete the required fields.
Learn about 'Task' fields...
This is used to help staff easily identify the task (job) required. This is the same as Task Identification.
This field defines the type of work being performed and is useful for reporting on work productivity. It also determines the types of checklists, labour charges and service fees that apply to the task.
This field is used when the customer order number is different to that listed on the project or the stage.
This determines whether the task template will generate a task on project creation or not.
Active - a task will be generated on project creation
Archived - a task will not be generated on project creation, but the task template will remain within the project/stage template for future use on other projects.
This field is used for recording the contact who requested the task.
Generated Task Status
This controls which initial status the task will have on creation.
Once you've saved a task on a stage, the delete icon () on the stage turns to a(briefcase icon) to show that the stage contains a task. The stage cannot be deleted while it contains any quotes, tasks, invoices or Gantt chart links. See Edit a Project for more information.
The fields found in the Progress Settings tab only appear after a Project Template has been created.
These settings allow you to set progress and invoice settings for the generated project.
Learn about 'Project Setting' fields...
Select a default progress summary view:
Project (Inc Variations) - approved contract (quote) and variations total (ex. GST).