A template is a project pre-loaded with a standard cost structure. No special functionality is required, just deliberate setup and the Duplicate Project action.
The goal: duplicate the template, adjust the numbers, and the feasibility is most of the way there.
Build one template per development type, for example Land Subdivision, Townhouses or Apartments
Set the project status to Template in the Dashboard so it is easy to find and never edited by accident
Setting Up a Cost Template
Templates are most useful in the Costs section. Land, Sales and Funding differ on every project, so the template should focus on Costs.
Create a new project and name it clearly, for example Template: Land Subdivision.
Set up the Costs tabs to match the typical cost structure. Consistent tab naming means reports read the same way across every project.
Add every cost line item that could apply to the development type. Leave amounts empty, or add indicative pricing ranges in the item name as a built-in reference.
Indicative Pricing in Item Names
Adding cost ranges directly into the item name means the ranges are visible the moment the template is duplicated. Update the quantity to match the new lot count and everything recalculates.
Using a Template
Filter the Dashboard by Template status.
Select Duplicate Project from the Actions menu, then rename it.
Open the scenario and delete any cost items that do not apply.
Update quantities and rates.
Add the Land, Sales, Scheduling and Funding inputs.
Never work directly in your template project, duplicate to a new project first.