You can use project templates to create a list of requirements to be used across any of your projects.
Templates make setting up projects easy and also ensure consistency across your projects.
Creating Project Templates
Note: Creating a project template requires account admin permissions. Anyone can use a project template, but only an admin can create or modify them.
To create your first template, go to 'Account Settings' and click 'New Project Template':
Give your new template a name and click 'Create':
Now you can create requirements for this project template by clicking 'New Requirement' and following the new requirement steps.
For example, to make a 1-Year Workmanship Warranty requirement you would select the 'Warranty' type:
Then, in the 'Details' step, select the 'Workmanship Warranty' category and enter in '1-Year Warranty' in the description:
Click 'Create' and you'll see this requirement has been created for our project template:
Create as many requirements as you'd like for this template:
Note: you can create different templates for different types of jobs:
Using project templates
Note: In order to use a project template, the project must have the directory set up first.
When in the project requirements tool, click 'Import from Template':
Then, select the template to use:
Now, assign the requirement to companies by clicking on the cell that corresponds to the correct requirement column and company row:
To assign to every company, you can click on the requirement header:
When complete, click 'Import' and your requirements will be created and assigned to the selected companies: