Overview

Our Lists & Templates module allows Administrators to pre-determine and standardize any of these areas shown below, for your employees to use while managing their own projects. For example, you can create a master list of Cost Codes that are typically used within all of your projects, and then create templates specific to certain types, locations, or sizes of projects to narrow it down further. This is the common method for most of the Lists & Templates shown here: create a list first, then create a template(s) from that list. This is especially helpful in being able to track and compare costs across different projects, and, saves you and your employees time by eliminating the need for repetitive data entry.

Click below for the step by step instructions on creating Lists & Templates for each of the sections:

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