Pricing templates
Save a configured project — its stages, resourcing and pricing — as a template, then start new projects from it so you never rebuild the same setup.
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 whole shape of a project — its stages, the resourcing pattern, and the pricing model — and stores it under a name. Creating a project from that template copies all of it into a fresh project, which you then adjust for the specifics of the new job.
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
Select the Riverside Apartments project to open it in the panel.
- 2
Click Save as Template at the top of the panel.
- 3
Name it — Riverside Template — and save.
Templates are reusable, so name them for the type of project they suit — "Residential — fixed fee", "Fitout — construction-cost %", and so on — rather than the one job you happened to build them from.
Start a new project from it
- 1
Click New Project.
- 2
In the Template field, pick your Riverside Template instead of starting blank.
- 3
Give the new project a name and create it.
The new project opens already built: the same stages, the same resourcing pattern, and the same pricing — ready for you to tweak the numbers for this specific job (a different construction cost, a different team) rather than starting from an empty timeline.
Gotchas
- 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 — re-save it if your standard setup evolves.
- 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 — milestones that plan revenue.