Creating a Template

You can create a template from scratch, from a selection, or by duplicating an existing template.

From a Selection (Most Common)

1. In Direct Costs (or Overheads, Resources, Carbon), select rows.
2. Right-click → Save as Template.
3. Enter Name, Description, Category, Scope.
4. Tick Embed Resources if you want the resources to travel with the template.
5. Save.

The service methods behind this:

• SaveDirectCostsAsTemplateAsync
• SaveOverheadsAsTemplateAsync
• SaveResourcesAsTemplateAsync
• SaveCarbonAsTemplateAsync
• SaveDirectCostBreakdownsAsTemplateAsync
• SaveOverheadBreakdownsAsTemplateAsync
• SaveResourceBreakdownsAsTemplateAsync

From Scratch

1. Open Templates → New Template.
2. Choose a Target Type.
3. Add line items manually; the grid looks like a mini direct-cost / overhead view.
4. Each line supports Qty, Unit, Resource (by name), Rate, Formula.

Fields You'll Fill In

Line Items

Each ItemTemplateLineItem carries the same structure as a real item:

• LineNumber, WBS, ParentId, IndentLevel (0–6), SortOrder.
• Item, Description, Notes.
• Quantity, Unit, ResourceRate, Total.
• ResourceName, ResourceType — strings, no FK (so templates port).
• Formula — supported and preserved on apply.
• Status — typically all Draft in templates.
• Formatting fields.

Duplicate

Templates → Duplicate copies an existing template. Ownership defaults to the current user.

Publishing

• Active status makes the template pickable on Apply.
• Promote a template to Organisation scope via Templates → Scope → Organisation (requires admin permission).
• Promote to Global scope is typically done by your organisation's TX1 administrator.

Versioning

Version number on the template. Bump it when you make a breaking change so linked projects know to sync.

Tips

• Keep templates small and composable — one template per trade, not "the whole project".
• Name with a verb + noun pattern: "Install — Site Services", "Price — Standard Preliminaries".
• Use Tags for cross-cutting filters (e.g. "Civil", "Fit-out").