Project templates are essentially Jim2 job templates that can be used to apply jobs with default values and stock lines.
There are a number of already set up templates:
Project templates can create completely new jobs, or update existing jobs. They can be used for:
▪Recurring scheduled job creation.
▪Email job creation rules.
▪Via dynamic menus within a project list, project or project-linked job.
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You cannot remove a template that has been used. |
Jim2 Projects require at least one billing template to be linked to a project to generate a billing job.
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Tools > Options > Project > Display Default Stock (Legacy) will allow you to show the Default Stock tab if required, although this functionality is now done via project templates. |
Project templates allow jobs to be created with predefined values. This allows for fully customised job creation, and ensures far greater speed and continuity of data capture during job entry and creation.
This functionality also enables multiple jobs to be created simultaneously from the project. This may be for split billing (billing jobs), or to create a set of jobs that make up a project.
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You will see some letters underlined in the field names within the header, eg. Status. Using Alt+ the underlined letter will jump you to the field beside that heading. |
Contract Value
You can see the managed service/recurring job contract value within the project and project list. All billing templates include a total contract value that can be seen within both the project and the project list.
The following sections will take you through the concepts and setups associated with the Project Template functionality.
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Please take the time to read this section prior to attempting to set up and use this functionality. |
Project templates are essentially Jim2 job templates that can be used to apply default values and stock lines during job creation.
Jim2 Projects requires at least one Billing template to be linked to a project to generate a billing job.
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When billing a project, a Cust Ref# is required on at least one template/included template, otherwise Jim2 will error. If not on the template or included templates, a template should be set up with fallback values, then added as an included template:
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Further information: