Templates

VIDEO | Templates

Job Templates provide you the ability to maintain a list of template jobs that can be used to create new jobs. As your company grows and increases the number of projects, the need to standardize the estimating process increases to ensure consistency and reduce the chance of information being overlooked.

In InEight Estimate you can create job folders and store them in a separate register as templates. This allows you to store cost items in master templates separate from the jobs in your Job Register.

You can copy the template’s foundation setup data, such as account codes, tags, work breakdown structures, and work group tags to your estimate. In Setup > Foundation Setup Data > Copy data from another Job, select a template job to copy its foundation data.

The Copy data from another Job action includes jobs marked as Is Template.

You can create templates from scratch or from existing job folders. The following steps walk you through how to create a new template from an existing job folder.

Step by Step — Create a Template

  1. Click the File tab on the Estimate landing page.

  2. From the left side panel, select Templates.

  3. Under Templates, select the Template Register.

  4. From the Actions tab, select Create Template from Job.

    • The Job Register opens for you to select the source job for the template

    • Assume that you want to make a template from your E101 Training Job

  5. Select the E101 Training Job with your initials, then click OK.

    You cannot create templates from jobs that are published to Job Tracking.

    • The New Template From Job 'Training Job' with your initials prompt appears.

  6. Click the ellipsis to the right of the Organization field.

    The Organization Register Library opens.

  7. In the Organization Register Library, select an organization and then click OK.

  8. In the Code field, type Small Project Template[your initials].

    • Leave Copy Cost Details and Copy PBS Changes Log checked

  9. Click OK.

    • The new template is created and opens to the Job Properties form

    • You can add the description in addition to the code for any new job you are creating from a template. This description is later added to the Overview tab of the new job on the Job Properties form

    • Back in the Templates Register, you can see the new template created

      • Similar to copying an existing job, you can create a new job from a template from the New menu in the Backstage View.

      • You can also create a new job from a template from the New menu in the Bid Wizard.

  10. Select Add to existing job

  11. From Select Source Job, click the dropdown arrow

  12. Click Next

  13. Select a job that is shown as having a Template

  14. Click OK

OBS filter tree

The Template register's organization tree filter shows the templates assigned to a selected organization.

Just like the job register, the list of templates is filtered based on the selected organization. The primary difference between the OBS tree filter in the job and template registers is that estimates are associated with projects in the job register, and projects belong to an organization. In the template register, templates belong to an organization.

Archive and Restore Templates

The templates feature gives you the ability to archive and restore templates, enabling templates to become portable. You can move templates between different environments. You can also backup the templates similarly to the Jobs Archive and Restore function.

Step by Step — Archive and Restore a Template

  1. Click File to open the Backstage View.

  2. Select Archive / Restore.

    • Several options appear for archiving and restoring your jobs, templates, and library

  3. Select Archive Template.

    • The Template Register appears

  4. Select the Small Project Template [your initials] template you previously made, then click OK.

  5. When prompted to include attachments, click Yes.

    • The Save As window appears

  6. Browse to where you want to save the job, then click Save.

  7. Select Restore Template from the Archive / Restore page of the Backstage View to begin restoring the template.

  8. Browse to the archived template and select it.

  9. Click Open.

    • If the template already exists, a prompt will appear asking if you want to overwrite it

      • To overwrite it, select Yes

      • If you select No, you will be prompted to save it under a new Template Code

You can assign templates to specific organizational nodes in the OBS, grant permissions, and control user access for templates.

For example, you can assign a template to a specific node level in the OBS that is specific to Power Delivery. The OBS node structure assignment is useful for assigning estimators access to designated templates as determined by an Estimate administrator.

Estimators with the appropriate Estimate/template permissions in Suite Administration > Roles and Permissions > Master Data Libraries > Estimate, can use the templates in which they are assigned to in their designated OBS node.

Step by Step — Assign Template to OBS

  1. Open the Training Job, then select the Templates.

  2. Select Template Register.

  3. Select New.

  4. Click the ellipsis to the right of the Organization field.

    The Organization Register Library opens.

  5. In the Organization Register Library, select SF2090-Renewables, and then click OK.

    The new template will be set at the SF2090-Renewables node in the OBS. Users assigned to the SF2090-Renewables level or above in the OBS will be permitted to use this template when creating estimates.

  6. The next step will be to create a new template code and a description to complete the new template creation process.

What's next: After the template is created you can start to create estimates using a template.