This article outlines how to create a new template.
Navigate to the Cost Estimate Templates screen to create new, or view/edit existing templates.
Click on the + icon:
Under "Company Cost Estimate Templates" to create a new template at the Company level;
Under "System Cost Estimate Templates" to create a new template at the System level.
You can create a new cost estimate template in three different ways.
Defining a New Cost Estimate
Copying an Existing, Company Level Cost Estimate
Copying an Existing, System Level Cost Estimate
Confirm the "Company to Copy From" and the "Template To Copy":
Update the template name & description, before making any additional edits.
