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Builder: Project Templates

Builder: Project Templates

Project Templates are used to make it quicker to list projects within the application. Standard templates are included already for common project types such as single and double-storey detached projects and medium-density projects for use in new project listings. To ensure quick and easy project listings, review the existing templates and modify for any local variances as needed.

Review Templates

To determine if modifications are needed from the pre-existing templates, follow the steps outlined below to review the templates:

Click the Review button in the Projects Templates list
Click the View hyperlink in the inclusions column for each Job Type, this will open a popup window outlining job inclusions

Review each category noting down any adjustments needed for standard local project inclusions
Follow the steps in the blow section to make any localised edits to the templates

Duplicate & Edit Templates

Template Tab

Click the Duplicate button in the Projects Templates list to create a local template
Click the Edit button in the Projects Templates list to begin making any local adjustments to the template
Change Template name and description as needed, making sure any adjustments clearly outline what type of project the template is there for

Click save and proceed to continue editing Jobs

Jobs Tab

The job structure has been designed to align builders with suppliers and trades that are capable of completing the jobs and job types. Users will see a similar structure used in the inclusion and supplier selection process.

Build Stages: Summarises the major areas of residential construction. There are six circles and stage names across the page. If a user has made any job selections within a stage, the stage name will change colour and the number of selected jobs will be displayed.
Job Categories: Lists groups of jobs within each build stage. Job categories appear in the left-hand column. The categories change based on which build stage users have selected. A job category, when selected, will be highlighted and the matching jobs will display in the right column of the page.
Jobs: The major tasks to be performed. The jobs listed will change according to which job category a user has selected. For each Job, there are checkboxes that appear under the job type columns.
Job Type: The method of to have quoted. See the below table for an overview of the Job Type options:

Job Type Name:Job Type Description:
Supply & InstallBoth materials and services are provided to complete a selected job
MaterialsFinished goods delivered to site to be installed, constructed, or assembled within the home
ServicesIncludes labour, expertise, and/or hiring of goods necessary to complete the job

Users can only select one job type

Review the Job structure carefully to ensure that all jobs to be quoted have been selected

To make changes to job selections, follow the steps below:

Select the Build Stage name
Select the Job Category name
Select/Edit the required Job Type checkbox for that job
Repeat steps 1-3 to add all the Jobs required across all build stages and job categories
Click save and proceed to continue editing Inclusions

Inclusions Tab

It is these inclusion details that will be provided to the suppliers to ensure a quick and accurate quote turnaround. The inclusions may differ for each job, however where there may have standard inclusions across multiple projects, it's recommended to make those adjustments in the template. The inclusion fields for each job are a minimum requirement for a supplier and/or trade to complete a quote.

There are different selection types that are outlined within the inclusions tab. See the below table for an overview of the different Quality options:
Quality NameQuality Description
BaseStandard product quality, features, finish, and or expertise
Mid-rangeMid-range product quality, features, finish, and or expertise
PremiumHigh product quality, features, finish, and or expertise
LuxuryHighest and or custom product quality, features, finish, and or expertise

In some job inclusions, you will also be asked if a service feature is required. See the below table an overview of the different Service options:
Service NameService Description
Selection CentrePhysical location dedicated to completing a selection for a job
Mobile SelectionTools available to complete the selection for a job in an agreed location
ShopfrontLocation available for physical visits to view products
DisplaysDisplay product available for the builder to use as required with clients
SamplesPhysical samples of the products can be made available as required
DesignDesign can be provided to visually demonstrate the job
Take-offTake-off provided for the purpose of identifying materials and quantities

Another variable is the Location field within the home. This field is important when we are working with products that change from room to room. This change could be in type, style, or finish. Locations can be added as many times as required and it's important to complete at least the mandatory fields (marked with an asterisk * ) in any inclusion fields.

Job inclusions are structured using Build Stage, Job Category, and Job. Only jobs selected on the jobs page appear for inclusions. The numbers under the build stage will show how many jobs have inclusion information added from the total number of jobs selected under that build stage. To fill out inclusions, follow the steps below:

Select the Build Stage
Select the Job Category
Complete the Inclusions as required for each Job
Every inclusion has the comment field where users can add any additional information that isn't covered by other inclusion fields
Select Save for each inclusion. Incomplete fields will be highlighted in red. When saved, a green tick appears next to the job category.
Repeat steps 1-5 for every selected Job
Review each build stage to ensure all Job Categories have the green tick
When you have completed inclusions for jobs, select Save Template at the bottom of the page to complete the local template

Add Templates

It's also possible to start a brand new template from scratch. This process if more time-consuming than duplicating an existing template that has been provided within the application. If there is a need to start a template from scratch, follow the below steps:

Click Add Template at the top right-hand corner of the screen
Add a Template name and description as needed, making sure it clearly outlines what type of project the template is there for

Click save and proceed to continue editing Jobs
Follow Steps 1-5 under the Job section and Steps 1-8 under the Inclusions section of the Duplicate Template section above to complete the brand new template

Delete Templates

If there is a template that has been created locally, this can be removed by clicking the red Delete Button

Updated on: 23/06/2022

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