To add parts to a template

Parts are added to a template with the Templates Tool.

1. Select the template you want to add parts to from the Template List.
2. Select the part you want to add from the Part List. When a part is selected, its description and unit type appear beneath the list.
3. Enter the desired value(s) into the Part Quantity Formula section. Click here for information on how templates work.

   Within the Project Manager, Template View, you are able to enter a single quantity value for the template. It then calculates quantities for all of the parts contained in that template. This calculation is carried out using up to three different variables for each part, defining the manner in which it is incorporated into the template. These variables are represented in the Part Quantity Formula section, and are as follows:
   

   • Fixed no. of units [x] - This part quantity will be automatically generated regardless of the template quantity.
   • No. of units per unit of template [y] - This value is multiplied by the template quantity to obtain the part quantity.
   • Add one unit every [z] units of template - A unit of the part quantity will be added once for every 'z' units of the template. The template quantity is divided by this value and rounded down to the nearest integer to obtain the part quantity.
     

   Therefore, the following equation defines the part quantity to be used within the Project Manager:

   

   where Qty represents the part quantity and TQty represents the template quantity. The notation used in the last term of this equation is meant to signify that it is to be rounded down to the nearest integer.

4. Click the Add Part button to add this part and formula information into the Template Contents Window. The part's data is now incorporated into the template.