Pricing templates

By now Riverside Apartments is a real working project: stages on the timeline, people allocated, fees priced. If the next job looks similar, and in a firm the next job usually does, you don't want to build all of that again from scratch. Save it as a template and every future project can start from the same, considered setup.

The idea: a template is a project frozen as a starting point

A template captures the reusable shape of a project, its stages, role or pool resourcing, and the pricing model, and stores it under a name. Creating a project from that template copies that plan into a fresh project, which you then adjust for the specifics of the new job.

Named people are deliberately left out. If Sarah Chen owns an allocation on the source project, the template keeps the role or pool capacity behind that allocation, not Sarah herself. In this example, Sarah's work becomes an Organisation pool allocation. The new project starts with realistic hours and pricing, while you stay free to choose the person who will actually deliver it.

So the work you put into structuring and pricing one project pays off on every project after it. Your firm's way of doing things becomes the default, not something each person reinvents.

Save the project as a template

1. 1

   Expand Riverside Apartments and inspect its shape first: Concept Design, Documentation, and Contract Administration across the timeline.

2. 2

   Open Concept Design to see Sarah Chen's allocation and its resourcing track.

3. 3

   Open the stage's finance breakdown to see the allocation-based revenue and expense items that belong to this shape.

4. 4

   Select the Riverside Apartments project to open it in the panel.

5. 5

   Click Save as Template at the top of the panel.

   
6. 6

   Name it Riverside Template and save.

Start a new project from it

1. 1

   Click New Project.

2. 2

   In the Template field, pick your Riverside Template instead of starting blank.

   
3. 3

   Set the new start date to July twentieth, name the project Harbourside Studios, and create it.

The new project opens already built. Expand Harbourside Studios and Concept Design now starts on July twentieth, with the copied stage sequence shifted to match. The Organisation pool allocation and its resourcing track land on those new dates, and the stage's allocation-based revenue and expense items come with them. The template preserves the shape while the new start date relocates it.

1. 1

   Expand Harbourside Studios and confirm the same three stages are present at the new dates.

2. 2

   Expand copied Concept Design and confirm the Organisation pool allocation and track moved with it.

3. 3

   Open copied Concept Design finance and confirm its allocation-based pricing arrived too.

Troubleshooting

• No Template field on the new-project form? It only appears once you have at least one template saved. Save one first.
• The template froze a moment in time. Later changes to the original project don't flow into the template. Save it as a new template if your standard setup evolves, or edit the existing template directly.
• A named person did not copy. That is intentional. Templates preserve role or pool capacity instead of assigning future work to a particular person. Choose the person after the new project's team is known.
• Copied, not linked. Projects created from a template are independent; editing one doesn't affect the others or the template.

Where this fits next

You can price work and reuse that pricing across projects. Next in the firm's money flow: turning that planned revenue into actual bills, with milestones that plan revenue.