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Project Templates

Create a new project from an existing template with one click


Overview

Project Templates allow you to create a new project from an existing template project with one click.
 
Instead of building each new project piece by piece, you can start from a complete, pre-built project that already includes important items like estimates, schedules, selections, to-dos, bid requests, purchase orders, files, and project settings.
 
This is especially helpful if your company uses repeatable project types, standard checklists, common selection packages, or consistent vendor/customer access settings.
 

Why this matters

Project Templates help your team:

  • Save time by starting with a fully built project instead of recreating the same structure manually.

  • Create consistency across similar projects so your team follows the same process every time.
  • Reduce missed steps by including standard schedules, to-dos, selections, files, and approvals from the beginning.
  • Keep related items connected so schedule tasks, selections, and to-dos stay linked after the new project is created.
  • Protect your original template because changes made to the new project do not affect the template it was copied from.

Table of Contents

What is a Project Template and Where to Find it

A Project Template is a project that has been set up as a clean, reusable starting point.
Instead of creating a new project from scratch, you can copy the template into a brand-new project. Ressio then brings over the information from the template so you can begin with a complete project structure.
 
For this release, only projects in the Template stage can be used as Project Templates.
This is intentional. Templates should be clean copies that contain the information you want to reuse. They should not include extra details that only apply to one specific customer or one specific job.
 
Where to find it
 
Go to Company overview -> All projects -> Templates. You find or create the base template you want to use. 

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What comes over from a Project Template?

When you create a new project from a template, Ressio copies the reusable project information from the template into the new project.

The exact items that come over depend on what exists in the template project. If something is not included in the template, it will not appear in the new project.

For example, if your template does not include files, then no files will be copied into the new project.

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What can be copied from a Project Template?

    When you create a project from a template, Ressio can copy many parts of the original template project into the new project.

    This may include:
    • Estimates
    • Selections
    • Selection choices
    • Images connected to selections
    • Schedules
    • To-dos
    • Bid requests
    • Purchase orders
    • Assigned vendors
    • Line items and dollar values
    • Files
    • Project settings
    • Vendor access settings
    • Customer sharing settings
    • Financial structure and project setup decisions
    The exact information that comes over depends on what was included in the template project.
     
    For example, if your template project includes an estimate with selections, images, and selection choices, those items can be copied into the new project. If your selections are connected to schedule tasks for due dates, those connections are maintained.
     
    The same applies to to-dos connected to schedule tasks. When the template is copied, those relationships stay connected so your new project does not need to be rebuilt manually.
     

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    Before you create a project from a template

    Before creating a new project from a template, make sure the template project is set up the way you want.

    A good template should include the standard items your team wants to reuse, such as:

    • A standard estimate structure
    • Common selections and selection choices
    • Standard selection images
    • A baseline schedule
    • To-do lists
    • Punch lists
    • Walkthrough checklists
    • Bid requests
    • Purchase orders
    • Common vendors
    • Standard files or documents
    • Project access settings
    • Customer sharing settings
    • Vendor visibility settings
    🎗️ Templates work best when they are intentionally built as clean starting points.
     
    ⚠️ Avoid using an active customer project as a template unless it has been cleaned up first. Active projects may contain job-specific details that you do not want copied into future projects.

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    How to create a project from a template

    1. Navigate to the All Projects page under Company overview.

    2. In the top right hand corner, select to start a "+ New project".

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    3. You will see a new "Template" section at the top of the page. This is where you can decided if you will be creating a new template or a project. 

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      *Note that it says under "Create from template" - "Selecting a template carries over project information including Estimates, Bids, POs, Schedule, To-dos, Files, and Project Settings. 

    4. Select a template from those in the "template stage". Only clean, standard templates appear, avoiding duplication of personal project data. 
    5. Review the project details that fill in automatically. Some information from the template may populate right away, such as:
      1. Square footage
      2. Descripition
      3. Project details
      4. Financial structure
      5. Other saved project settings

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    6. Enter or update the information that is specific to this new project. For example, you may need to enter:
      1. Project name
      2. Project address
      3. Customer
      4. Start date
      5. Stage
      6. Any project-specific detials. 
    7. Click "Create from Template" once you have reviewed and added project details. 

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    8. Ressio creates the new project and opens it for you.

     

    🤔 Once the project is created, you can open each area of the project and review what was copied over.

     

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    What you may still need to enter manually

    A Project Template gives you a strong starting point, but some information should still be entered or reviewed for each new project.
     
    You may still need to add or update:
    • Project name
    • Project address
    • Customer
    • Start date
    • Project stage
    • Job-specific scope details
    • Pricing
    • Customer-specific notes
    • Vendor assingments
    • Schedule dates
    • Files that only apply to this project

    For example, your template may include a standard financial structure, schedule, estimate, selections, and customer settings.

    ⚠️ However, you will still need to add details that are unique to the actual project, such as the customer and project address.

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    Reviewing your new project

    After Ressio creates the projects, review each area befor using it with your team, customers, or vendors. 

    Review the estimate

    Open the estimate and check:

    • Estimate structure

    • Line items

    • Pricing

    • Quantities

    • Selections

    • Selection choices

    • Selection images

    If the estimate includes selections, confirm that the choices and images still make sense for the new project.

    Review selections:

    If your template includes selections, review:

    • Selection names

    • Selection choices

    • Due dates

    • Images

    • Related schedule tasks

    If a selection was linked to a schedule task in the template, that connection should remain in the new project.

    This is helpful when your selections need due dates based on your project schedule.

    Review the schedule

    Open the schedule and check:
     
    • Schedule phases
    • Tasks
    • Durations
    • Start dates
    • Due dates
    • Related items
    If to-dos or selections were connected to schedule tasks in the template, those connections are maintained in the copied project.
     

    Review to-dos

    Open the to-do section and review:
    • To-do lists
    • Individual tasks
    • Assigned users
    • Due dates
    • Related schedule tasks
    Project Templates are especially helpful for repeatable checklists, such as:
    • Standard punch lists
    • Pre-construction checklists
    • Walkthrough checklists
    • Project setup tasks
    • Closeout tasks
    Update or reassign any to-dos that need to change for this specific project.
     
    Review approvals, bid requests, and purchase orders
     

    Open the approvals area and review: 

    • Bid requests
    • Purchase orders
    • Assigned vendors
    • Line items
    • Dollar values
    • Scope details
    Project Templates can copy bid requests and purchase orders into the new project. This includes important details like the assigned vendor, line items, and dollar values.
     
    Before sending anything out, confirm that the vendor, scope, and pricing are correct for the new project.


    Review files

    Open the files section and review any files that came over from the template.

    Files can be helpful when your team uses standard documents across projects, such as:
    • Questionnaires
    • Walkthrough guides
    • Customer handouts
    • Project setup documents
    • Selection guides
    • Internal checklists
    Remove anything that does not apply to the new project.
     
    Review project settings
     
    Open the project settings and review:
    • Vendor access
    • Customer access
    • Schedule visibility
    • Customer sharing defaults
    • Other project settings copied from the template
    For example, if your template has schedule access turned on for vendors, that setting can carry over to the new project.
     
    If your template includes default customer sharing settings, those can also carry over. Review them before inviting customers or vendors into the project.
     

    ⚠️ Important: The new project does not change the original template. 

    • After you create a project from a template, the new project becomes its own separate project.
    • You can edit the new project as much as needed without changing the original template.
    • These changes only affect the new project.
    • The original template stays clean and ready to use again.
     
     

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    Tips for success

    1. Build your template intentionally - Your template should include the standard information your team wants to reuse. The better your template is, the faster and more consistent your new projects will be.

    2. Keep template clean - Only use projects in the Template stage as reusable templates.

      1. Avoid including customer-specific or job-specific details unless they are meant to be reused.

      2. A clean template helps prevent unnecessary information from being copied into future projects.

    3. Review before sending anything out - After creating a project from a template, review the copied information before sharing it with customers, vendors, or team members.

    4. Update project-specific details right away.

    5. Use templates to create company standards - Project Templates are a great way to standardize how your team starts each project.

    Need help?

    If you still have unanswered questions or need further assistance, please contact our support team at support@ressiosoftware.com.