Unlike the traditional approach to templates, Buildern's templates allow you to create a completely customizable project outline that can save you time and increase productivity.
What are Templates in Buildern?
Templates are simplified project models that can include premade forms for the following features:
Takeoff measurements
Estimate
Proposal
Schedule
Bid request
Selections and allowances
Client invoices
To-Dos
Files
Team
In simpler terms, you can save your estimate with prefilled or zero lines and have a template for future projects. The same applies to the other modules.
You can either create a brand-new template or transfer your existing project data into a template.
Create a New Template
Step 1. Click the 9-dot menu, navigate to the templates section, and click Create Template.
Step 2. Name it and choose a source template or project.
Enter the name and click Save to save the template. You'll then need to individually fill in the different areas of the project details — such as estimate, schedule, and so on — the same way you would on any other project.
Buildern also allows you to transfer any project into a template with one click. To do this, click on the "Source Template or Project" field and select the project you want to bring the information from.
Suppose we would like to turn our "Ohio Modular Complex" project into a template.
To do this, we need to define the modules to include in the template.
Additionally, we can also:
Define the estimate version we want to bring
Duplicate the estimate with its quantities or set everything to 0
Duplicate the bid requests with or without the sub/vendors
Duplicate the to-dos by assigning those to the same sub/vendors or leaving the data fields empty
Duplicate the folders with or without the files
Once the template has been created, you can go ahead and edit the information as you would on any of your projects.
Manage Your Templates
From the All Templates menu, you can manage any existing template using the actions menu. Available actions include:
Rename the template
Duplicate the template
Create Project from the template
Delete the template
Create a Project with Templates
Once saved, you can use the template anytime you plan to start a project with similar scope and requirements.
There are 2 ways to do this.
Option 1
Click Projects > Create New Project
Scroll to the section Create Project Using Template or Project. Choose a project or a template you want to use as a source.
Continue editing the future project configurations and click Save once done.
Option 2
Another way will be creating new projects directly from the templates.
To do this, go to your templates section.
Choose the template you want to use for the new project and click Create Project from the actions menu, as shown below:
The flow will be the same when creating a new project. The only difference is that this time you'll have prefilled data for your estimate, proposals, schedule, bid requests, and other essential details.
💡 Recommended Reading: How to create a new project
Edit/Update Templates
You can bring specific data from any project or template to your preferred template. Suppose while creating a template you haven't included selections and allowances in it. Now to fix this you should:
1. Go to the Selections and Allowances
2. Choose a single or multiple selections
3. Click the Copy to icon and choose the template or project you want to copy the details to
