The Template Detail page shows general information about an existing
template or a template you just created. All fields can be updated except
for the Multi-Family indicator, Organization, and the Accounting Set.
A template belongs to an organization. Once a template has been created
in a particular organization, it cannot be moved to another Organization.
However, you can copy the template from one organization to another by
using the Add
a New Template link on the left nav.
A template points to a specific Account Set which contains cost codes
for accounting purposes. When you add a new template, the new template
will point to the same Account Set. New Account Sets must be set up by
Hyphen Solutions Customer Care.
If you no longer want to use the template, choose Closed from the Status
drop-down list. You can view templates in Closed status, but you must
change the status back to Active if you want them to appear on the Templates List page.
If any of the fields mentioned
in the steps below do not appear
on your screen, that means that your organization is not using that feature
of BuildPro. For any questions about this feature, contact your BuildPro
administrator.
To change a template:
If necessary, change the Template
Name field.
Multi-Family Template will indicate
if the template is a multi-family (old or new) or single family template.
To assign a different scheduling type, click the Schedule Type field and make the appropriate
selection.
Changing the type of scheduling
does not affect previous jobs, but would apply to all new jobs using the
template. It is not recommend to change the Schedule Type on a template
where jobs have been created. BuildPro uses the scheduling information
in the template in some cases and if this information has changed, the
job could be affected.
If available, complete the Template
Number field. This number is used for integrated companies and
must match the number coming from the accounting system in order to create
a job using the template.
Clicking the check box for SWIM
Template designates the template to be used as a template
for SWIM Inspection jobs.
If necessary, change the Elevation
field.
In the EPO
Authority Amount field type the dollar amount of approval
authority for the organization.
Click the Warning
button to determine if the user gets a warning when
going over the limit of an EPO. If checked, the user only gets a warning
and the EPO is sent to the vendor without approval.
Click the Locked
button if the EPO will not be sent to
the vendor without approval.
In the MPO Authority
Amount field type the dollar amount of approval authority for the
organization for a Measurement PO.
In
the MPO Authority Percent field,
type the percentage of approval allowed for an MPO.
In the Floors
field, type the appropriate number of floors for this template.
In the Bedrooms
field, type the appropriate number of bedrooms for this template.
In the Sq
Ft Total field, type the total number of square feet.
In the Sq
Ft A/Cfield, type the total number of air-conditioned
square footage.
Choose a Task Category
Group from the drop-down list. If the template is assigned to a
multi-family project, the Task Category Group can only be changed from
the Project Detail page.
Click the Status
field and make the appropriate selection.
Click the Under Construction
check box to set the template status to Under Construction. This puts
the template edit check
on hold until the user finishes making changes and runs the edit check.
Type any relevant notes in the Notes/Instructions
field.