Applying a Template

Quick Workflow

1. In Direct Costs (or the matching target view), click Apply Template.
2. Pick the template in the picker.
3. Choose an Apply Mode (below).
4. Optionally scale via Quantity Multiplier.
5. Choose what to do with resource links.
6. Preview → Apply.

Apply Modes

Quantity Multiplier

Use QuantityMultiplier to scale the template:

• 1.0 — leave as-is.
• 2.0 — double every quantity.
• 0.5 — halve.

Useful when a template is defined "per storey" and your project has 3 storeys: apply with multiplier 3.

Resource Links

Templates store resource references by name. When you apply:

• Preserve resource links — TX1 matches template resource names against your project/master resources and links where found.
• Break all links — paste as text only; no resources linked.

If a resource name in the template doesn't match anything, the line is created with ResourceName text but no ResourceId. Fix with Link Resource from the row's context menu.

Embedded Resources

If a template has embedded resources (see 10.4), TX1 prompts you to:

• Import Missing — create resources that don't exist in your project.
• Use Existing — skip creation; link to whatever already has that name.
• Import All — always create fresh project copies.

Result

ApplyTemplateResult returns:

Preview Before Apply

Always click Preview first. The dialog shows:

• Number of items to be created.
• Total value impact.
• Any warnings (name clashes, unit mismatches).
• What resource linking will do.

Cross-Project Paste

Templates → Paste Across Projects allows you to copy template line items directly from one project's grid to another without a saved template. PreviewTemplatePasteAsync shows the plan; PasteTemplatesAsync commits.

Undo

After Apply, Ctrl+Z undoes the entire operation as a single step.

Analytics

Each apply increments the template's UsageCount and updates LastUsedAt. The Templates view can sort by most-used — helps identify your team's go-to patterns.