"Template" Projects

Devon Streckfuss

At STACK, we understand that it’s important to create projects as quickly and efficiently as possible. 

You can streamline this process by creating a “Template” project, which contains information you know you’ll need referenced in projects like it in the future. Moving forward, you can create a “Copy” of the template when you need to create similar projects (Click here to learn how to copy projects in STACK). 

The following are some ways that you can stage a “Template” project to save time, and ensure consistency when you create copies of it for future projects: 

• Create an “Estimate Worksheet”, then customize and apply a “View” which will cause it’s data to be displayed the same way every time
  • Click here to learn how to create “Views”
  • Click here to learn how to create an “Estimate Worksheet”
• In the “Estimate Worksheet”, include requisite “Other Costs”. These are costs like “Overhead”, “Tax”, or “Profit”
  •  Click here to learn about using “Other Costs” 
• Create and include any Takeoffs.
• Set default “Project Information” for the Template project in it’s “Home” page
  • Click here to learn more about “Project Information”