To add parts to a project using the Template View

1. Load the project to which you want to add parts. This is done within the Customers Manager.
2. Click the Template View icon located beneath the Project Manager icon.
3. Select the desired template from the Template List. If there are no templates in the database, you must first create one using the Templates Tool. Click here for instructions on how to create a template.
4. Review the Template Description to ensure this is the appropriate template for the project.
5. Enter a quantity in the Template Quantity Box. This is the value from which the rest of the part quantities are calculated.
6. Click the Calculate Quantities button.
7. Review the quantities that have been calculated and are now displayed in the Template Contents Preview. You may change these quantities by highlighting a part and clicking the Change Qty button. You may also exclude parts by un-checking the box located to the left of the part quantity.
8. Define how you want to enter the parts into the project in the Adding Manner portion of the screen. You may enter the parts directly into the main window, as an alternate, or as a component. Select the appropriate bullet.
   
9. Click the Add button.
10. You may continue entering parts from the Template View, or return to the Standard View by clicking the Standard View icon located beneath the Project Manager icon.
11. Notice that the new part information has been incorporated into the project cost. If you added a template in the form of a component, the parts should be displayed in the main window, and therefore incorporated into the Base Bid. If you added a template in the form of an accepted alternate, its costs will be shown in the Summary Mode only. Undecided or Declined alternates will not be accounted for in any project cost display. For more information on alternates or components refer to the previous chapter.