Creating and Using Project Templates
Tip: Project Templates are a
great way to pre-define common projects - including all of the Work
Orders that make up that project!
Templates allow for:
- consistency in project definition,
- streamlining of large project creation, and
- advanced reporting on project outcomes.
A great example of how templates can make a big impact involves
refurbishments or renovations. If a refurbishment of a two-bedroom
independent living unit is standardized-meaning roughly the same
work is done each time-a Project Template can be created to reuse
over and over each time a two-bedroom refurbishment is
Creating a Project Template
Best Practice: Remember to
think of a Project Template as the superset of all the standard
items that you might do in any project built from the template.
Create a Work Order within the Project Template for all possible variations of the work to be
done. When you use the template for a specific Project, you can
delete the Work Orders you don't need for that particular
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