You can create an estimate template using the methods below:
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Create a template manually by adding a new template structure
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Create a template from an existing estimate project
Create a Template Manually
This procedure allows you to add a new estimate template in the Estimate Register panel.
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Navigate to Admin > Estimates Admin > Estimate Template Setup.
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In the Estimate Register panel, click the Insert Row icon to add a new row.
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Type a Template ID and Template Name.
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(Optional) Click the Cost Object Status drop-down to select the required cost object status.
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Click the ellipsis icon to select the required values for the following fields:
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Client - Select a client.
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Location - Select a location.
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Project Manager - Select a project manager.
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Responsible Org - Select the responsible organization.
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Project Currency - Select the currency.
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Project Hours Rate Table - Select the required hours rate table.
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Project Quantity Rate Table - Select the required quantity rate table.
You can add these fields to the Estimate Register panel from the view settings.
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Click SAVE.
Click the Delete Row(s) to delete the selected row.
Create a Template from Existing Estimate Project
This procedure allows you to add a new estimate template from an existing estimate project in the Estimate Setup.
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Navigate to Admin > Estimates Admin > Estimate Template Setup.
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Click the Actions list and select Create Template From Estimate.
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Type a Template ID and Template Name.
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Click the Estimate ellipsis to select the required estimate project. By default, the last selected estimate project appears.
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(Optional) Type a Comment.
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Click RUN and then OK.