Apply additional templates to a job

When you create a new job, you can base it on a job template, which provides a number of milestones, tasks and costs. However, you can add more milestones, tasks and costs to the job by applying additional templates later on if you wish.

To apply additional templates to a job:

1. In the Jobs menu, select Jobs.
2. On the Job Manager screen, make sure the All tab is selected.
3. Drill down on the number of the job you wish to work with.
4. On the job information screen, select Options > Apply Additional Templates.
5. On the Apply Additional Templates screen, select a template and add any tasks as required. For more information about these fields, see that Data field reference section below.
6. Save your changes.

Data field reference

Field	Description
Template	A list of available job templates. Select one or more templates to apply to the current job.
Tasks	The way that the tasks in the selected templates will be added to the current job depends on whether the task already appears in the job: If a task is not already included in the job, it is simply added to the list of tasks. If a task is already included in the job, select one of the following options to control how duplicate tasks are handled: Add additional tasks to the job. For example, if Task A (with 10 hours estimated time) is already in the job and an additional template also contains Task A (but with 20 hours estimated time), the job will show both Task A (10) and Task A (20) as separate tasks. Append to existing tasks on the job. Using the two tasks from the previous example, the job will combine the time estimates and show a single Task A (30).