Project Templates

Project templates are job templates that can be used to apply jobs with default values and stock lines.

This functionality also enables multiple jobs to be created simultaneously from a project. This may be for split billing or to create a set of jobs that make up a project.

Field	Explanation
Template#	Entering a template number here will return a list for that template only. Leave blank to return a full list of templates.
Template Name	Entering a template name here will return a list for that template only. Leave blank to return a full list of templates.
Project System Type	Select a project system type – these are system types set up in Jim2 that cannot be changed or edited. Leave blank to return templates for all system types.
Item	Entering an Item here will return a list for all templates using that Item. Leave blank to return a full list of templates.
Job Type	Entering a job type here will return a list for all templates using that job type. Leave blank to return a full list of templates.
Project Type	Entering a project type here will return a list for all templates using that Item. Leave blank to return a full list of templates.
Action	Selecting an Action here will return a list for that action only, or left blank will return a full list.
Exclude Compatible	Tick this box and the list will show only specific templates with no Action constraints.
Level	Leave blank for a list of all templates, or select from these:
Cust#	Selecting a customer card code here will bring a list of all templates to screen for only that customer
Stock#	Selecting a stock code where will bring a list of all templates to screen using that stock.
Check Included Templates	When ticked, this will also check included templates that may be using the selected stock code.
Checkboxes (Unticked will show none, ticked will show only what's ticked, solid black box will show all)
Active	Ticked will show currently active templates.
Shared	Ticked will show shared templates only. Shared templates can be used by many projects.
Unused	Ticked will show all active templates that are not in use.
Exclude Compatible	Most templates use inherited templates – for instance, the Default Template (or whatever it may have been renamed). Tick this box to exclude compatible inherited templates in the resulting list. If this box is ticked and Project System Type Managed Service is selected, it will show the specific templates with no constraints for that Project System type.

Project templates can create completely new jobs or update existing jobs. They can be used for:

The managed service/recurring job contract value can be seen 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 pages will explain the concepts and setups associated with the Project Template functionality.

Templates 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.

Colour	Explanation
Yellow	The value is set at the template level.
Red	The value is being inherited from either the project or a higher-level template association.
Green	The value is coming from the default on the cardfile.
Blue	The value is coming from a default source, such as stock code, Item code or logged on user.
White	There is no value, and the job will have no value when created.