---
title: How to Work with Templates in Buildern
description: In this article, we will help you make the most of Buildern templates and greatly improve your construction project management workflow.
---

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2. [Templates](https://help.buildern.com/en/articles/templates?hsLang=en-gb)

# How to Work with Templates in Buildern

### How to Work with Templates in Buildern

In this article, we will help you make the most of Buildern templates and greatly improve your construction project management workflow.

 Updated over 3 weeks ago

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**.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-48-15-3586-AM.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2563896911/6514d1a0ae21a14ba7732e9c60ec/image.png?expires=1792671300&signature=6583e49df10ce57c4af2a7cb1f86d06f093034e848dde0885b6aac050bbb2176&req=diUhFcF3m4heWPMW1HO4zdgybAgfCbSeHpC8%2F%2FfkszxTLe%2FQpzEblqz8cifY%0AbcKN7eE50dxxt6LsHUU%3D%0A)[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-48-19-9079-AM.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2563896894/36e9bdea997f0c6a923c208c97da/image.png?expires=1792671300&signature=3cd096215085303b27a7e3ec4eb8a0766a14f106e83ef265cb37692e0fd3a81e&req=diUhFcF3m4lWXfMW1HO4zdIVGwlVzIvn3w8NnKaDZBpzOS0KyyMg8mqCkl6k%0APrZsX4g8Cmt19iDuGv8%3D%0A)

Step 2. Name it and choose a source template or project.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-48-25-0050-AM.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2563896899/225e36d7d9079f8345adcfb3f0fb/image.png?expires=1792671300&signature=d6cf7eee375397323b9863ab44a6e69d598b0513dcffea7bb0b8c7037f7b5aa3&req=diUhFcF3m4lWUPMW1HO4zcu7WXftCg99lGNGKbH3sFG5GihpP%2BPyHoWSUUVQ%0AyJsljl8KOk6FxEVMFzw%3D%0A)

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.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-48-29-9614-AM.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2563896902/63a1e339f4afb791103ecb024ba4/image.png?expires=1792671300&signature=700193bdcc55b5917ce6f76284a46e12d277f3020b16741ade1f7e8bc121192d&req=diUhFcF3m4hfW%2FMW1HO4zYLroTRSlrumvDujHjY3XYosJLZAYBaaaeS1Eg23%0AFIIU%2F8hY14K3ycxD5ws%3D%0A)

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.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-48-35-3081-AM.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2563896897/bb38836fc17f9a998ff945e34ec7/image.png?expires=1792671300&signature=57fff183976b15a014af238dc05839c902e966d15e1169d012d56955f6b2f4c8&req=diUhFcF3m4lWXvMW1HO4zQjy%2BMHIqMOZcCnQ6TrousnJxXu7%2BFnozF%2BsxpTO%0AXHg5BRzRtsd0hOlJ1Tc%3D%0A)

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

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-48-40-2624-AM.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2563896895/bf38065460b2589f4661843a3460/image.png?expires=1792671300&signature=27e4a342b73abfff42243e509357aa8c725f2c585913ccfc4f160b0236a1aa6e&req=diUhFcF3m4lWXPMW1HO4zdUfwnPYzNNpbaxgSxbkHDBm%2F6BZlHJJ3%2F3nxPJR%0AKfBcaKw%2FN%2BqgWegKl0k%3D%0A)

### **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**

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-48-45-8633-AM.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2563896896/9bf3cf29cad62fd29cb59a28f7f8/image.png?expires=1792671300&signature=566645ade3a75c4a4dcda6192cf4f4457641e1fa3ce43506cc1c1385a340f75e&req=diUhFcF3m4lWX%2FMW1HO4zSvX3lTz915y2QH9KUQEQLrdQycRA%2Frd7B9ZRg3l%0Ate7tNJVcmz9cJXTVz%2BQ%3D%0A)

Scroll to the section **Create Project Using Template or Project**. Choose a project or a template you want to use as a source.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-48-50-6622-AM.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2563896910/5b1d2161fb401bef95e119bf51df/image.png?expires=1792671300&signature=e2b81b31ac81bc19ae2ffd9ce74b7e8b7263cebc4764ff87cae58a21a2bf31d2&req=diUhFcF3m4heWfMW1HO4zVdizotRuKl150GwXDBgJ90sWGM3z1borFuJ%2FYFc%0ApU2omz5NfpglRJ%2BxzWs%3D%0A)

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.

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-48-55-8726-AM.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2563896908/6259215e509ec755b0a2cffab6f6/image.png?expires=1792671300&signature=a2d24c16143f7cd5ca7ffdc9dbe95d9607c41993dc599f3090072dc4528254c5&req=diUhFcF3m4hfUfMW1HO4zUYAOwe6Dn7J15USQwm55mGUJIzGUgR206GJXACO%0ApgE9B2UorE3%2FvLo1pCY%3D%0A)

Choose the template you want to use for the new project and click **Create Project** from the actions menu, as shown below:

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-49-00-7032-AM.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2563896909/5c0093dca04f7432f6249a96df64/image.png?expires=1792671300&signature=e87397749287c26daa7a2346ca8398d0d793e94ad47e25db4278b499f72319c7&req=diUhFcF3m4hfUPMW1HO4zfhmEy2Oa%2BhwuCEcqvEtSbDpb9WcAatgWNDJHdP1%0AkKiI82%2FGIa8Mwe1N6ek%3D%0A)

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](https://help.buildern.com/en/articles/13774119-how-to-create-a-new-project?hsLang=en-gb)**

### **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

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-49-06-0187-AM.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2563896915/abcaf231402c6460c37fe4ff5db3/image.png?expires=1792671300&signature=3c50a765175918133a569b286a4ad5613a906de5c02e4b9321688c70f734ed85&req=diUhFcF3m4heXPMW1HO4zYGpIDv3YhBycGwS7YeYa%2BVwNAfhzB2LTpspRJ9M%0ALUaTi%2BP6R2FEmpZYCLI%3D%0A)

 

3\. Click the Copy to icon and choose the template or project you want to copy the details to

[![](https://help.buildern.com/hubfs/Knowledge%20Base%20Import/image-Oct-22-2026-11-49-10-6067-AM.png)](https://downloads.intercomcdn.com/i/o/suco1tn6/2563896913/54ee392c64b49175e8a0ab124176/image.png?expires=1792671300&signature=661748f3fff073aa956c15e11248b6be8160f8001d16461f3842bd7c8575aee0&req=diUhFcF3m4heWvMW1HO4zaqZnED40JDCV51Hnqf9s07MRS6n0q8rl0ipalaX%0Aob8bj0ex5G%2BwYNft7iI%3D%0A)

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