Creating Estimate/Scope Template From Existing One

Guide Steps

  1. Navigate to Projects > Estimate and for the desired estimate to make a template of
  2. Click the Blue Triangle to expand a line itemEstimate Template - 1
  3. Click the Actions button and select Create Template from EstimateEstimate Template - 2
  4. Create the Template Code and Template Name
  5. Click Continue to create the templateEstimate Template - 3
  6. You can then navigate to Estimating > Temp Mgr > List View and select the newly created template to edit it