Project Templates

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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.

 

Template list icon

 

There are a number of templates already set up in the Jim2 database:

 

default project templates

 

Tip

Some letters in the field names within the header are underlined, eg. Status. Using Alt+ the underlined letter will jump to the field beside that heading.

 

This section explains the field headings in the Template list header.

 

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:

 

project level

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:

Recurring scheduled job creation.

Email job creation rules.

Via dynamic menus within a Project list, project or project-linked job.

 

Info

A template that has been used cannot be deleted. Untick Active to make it inactive and it will no longer appear in an active template list.

 

Contract Value

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.

 

contract value in list

Contract value in list

 

Contract Value

Contract value in Templates tab on project

 

The following pages will explain the concepts and setups associated with the Project Template functionality.

 

Quality

Please take the time to read this entire section prior to attempting to set up and use this 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.

 

Info

When billing a project, a Cust Ref# is required on at least one template or 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:

 

Fallback

 

Project template colours

templatecolours

 

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.

 

Further information

Template Security

Template Restrictions

Included Templates

Template Rules and Action Wizard

Actions and Action Groups

 

How to

Create Project Templates

Delete Template

Generating Jobs Using Project Templates

Non Billing Template Setup and Usage

Project Template Creation (with examples)

See all Templates that have been created

Use Template Merge Functionality