Templates in Ressio: FAQs

This article answers the most common questions about creating, applying, and managing templates in Ressio. For full step-by-step instructions, see Templates Overview.

How do I find my templates?

Go to Company Settings and select Templates. All of your saved Daily logs, Proposals, Invoices, Change Orders, Purchase Orders and Bid request templates are listed there.

For Project templates, go to Company Overview->All Projects and select the Templates tab. 

How do I create a new project from a template?

Ressio does not have a single "project template" button. Instead, you create a new project first and then apply your saved templates to it.

1. Go to All Projects and select + New Project button in the top right hand corner.
2. Enter your project details and select Submit.
3. After selection Submit, you will be brought to the Estimate tab. Select "Copy from template" button.
4. Choose the project template from the drop down menu and toggle on "Include files" and/or "Use default company markups" and hit Next. *You will be "Inserting cost items from another project". 
5. Uncheck any cost codes or cost items you don't want to bring into your project and hit "Copy Selected".
6. Go to the Schedule tab and use the Use Template dropdown to insert the schedule from another project. Hit "Insert" to insert the schedule. 
7. If needed, go back to the Estimate tab and select Create Proposal to apply a proposal template.

Why is the order of my line items different after I copy a template?

When you copy an estimate template into a project, line items should keep the template’s order. If it looks different, check your current sort settings (column sorting can make the same data appear in a different order).

If the order still looks scrambled after resetting sort, contact support@ressiosoftware.com with a screenshot.

Why is markup from my template showing up on a project I do not want it on?

Markup set at the category or item level in a template carries over when the template is applied.

Exception: if you choose "Use default company markups" during copy, copied item markups are removed and company defaults are applied.

How do I update pricing in an estimate template?

1. Go to All Projects → Templates.
2. Open the template project, then open its Estimate.
3. Update Unit cost and Qty as needed.

How do I update pricing in an estimate template?

1. Under Company Settings, go to All Projects and then to the Templates tab.
2. Open the template project, then open its Estimate. 
3. Edit pricing directly in the grid ( unit cost, Qty, or Builder cost subtotal ).

How do I rename a template?

Templates are saved as projects. Open the template project and rename it like any other project. The new name appears anywhere templates are listed.

How do I delete a template?

For project templates, permanent delete is not supported — use archive.

How to archive a project template:

1. Go to All Projects → Templates

2. Open the template menu (⋯) and choose Archive Project

3. Confirm

You can restore later from All Projects → Archived → Restore Project.

For document templates, deletion is supported.

Can I apply more than one schedule template to a project?

Applying a schedule template appends tasks to the project schedule. It does not automatically clear existing tasks, so applying multiple templates can create overlap/duplicates.

What is the difference between Create Proposal and Edit Proposal?

Create Proposal starts a new proposal flow.
Edit Proposal appears when a draft proposal already exists and opens that draft for changes.

Can I update the daily log template?

Yes. You can update the daily log template to add custom fields, checklists, or safety items.

1. Go to Company Settings and select Templates.
2. Select Daily logs template.
3. Add/update fields, checklists, or safety items.
4. Select Save.

Can I edit a template after I have already used it on a project?

Yes. You can edit templates anytime. Changes affect future uses only and do not retroactively change existing project data.

Can I use only part of an estimate template instead of the whole thing?

Yes. When applying a template, expand categories and select only the sections/items you want.

Can I require multiple signatures on a proposal template?

Yes. Proposal templates can be configured to require multiple signatures.

How many templates can I have?

You can create as many project, schedule, document, and proposal templates as needed.
The daily log template is the exception: one per company.

Still have questions? Contact our support team at support@ressiosoftware.com. We're here to help!