When you have large projects with many cost items, or if you have a group of cost items that you use on a regular basis, you can create a cost item pricing template to quickly add cost items to cost item pricing. After you add an existing cost item, the Manage templates icon is enabled.
Templates are not specific to an issue. You can manage templates from any issue and reuse them.
Create a cost item template, so you can quickly add frequently used cost items when pricing an issue.
Only existing cost items can be saved as a template.
From the Cost item pricing page, add an existing cost item.
Click the Manage templates icon, and then select Create template. The Create as template dialog box opens.
Enter the name of the template, and then select a value from the Sharing field drop-down list to indicate whether the template is private or shared.
Click Save. Change validates to ensure that the template name and shared value is unique. The existing cost item dialog box opens. You can then select and group cost items.
The template can now be used to add cost items when pricing an issue.
You can create a template as you add cost items to cost item pricing.
Only existing cost items can be saved as a template.
From the Cost item pricing page, click the Add cost item pricing button or right-click anywhere in the grid, and then select Add existing cost items. The Add cost item pricing dialog box opens.
Select one or more cost items, and then group them.
Click the Create template button. The Create as template dialog box opens.
Add the template name and indicate whether the template is private or shared.
Click Save. Change creates the template, but the items are not added to the grid.
Click Add in the Add cost item pricing dialog box to add the items to the grid.
The template can now be used to add cost items when pricing an issue.
You can use a template to quickly add cost items when pricing an issue.
From the Cost item pricing page, click the Manage cost item templates icon, and then select Manage templates. The Manage templates dialog box opens.
Select a template, and then click Open template. The Add cost items dialog box opens.
Optionally add or remove items from the Select cost pricing list.
Click Add to add the items to the cost item pricing grid.
To manage a template, click the Manage cost item templates icon and then select Manage templates.
The Manage templates dialog box opens where you can add, edit, delete, and copy templates and send a copy of a private template to another user.
You must have the Edit shared template permission to edit a shared template and the Delete shared template permission to delete a shared template.
When you edit a template, you can only edit one template at a time. If you edit a shared template that you did not create, you must create a new template with a unique name and then save it. You can delete multiple templates at a time. When you delete a shared template, you delete it for all users.
You can copy a template and save it with a unique name.
You can send a copy of a template to another user.
If you have a template you want to share with another user without making it a shared template for all to use, you can send a copy.
From the Cost item pricing page, click the Manage cost item templates icon, and then select Manage templates. The Manage templates dialog box opens.
Select a template, and then click the Send a copy icon. The Send copy of template dialog box opens.
Enter the name of one or more users, and then click Send. The recipients receive a notification in the Notifications area. When they click on the notification, they are taken to the issue log where they can save the template.
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