Adding a Work Item Template
The system allows you to create work item templates within the Construction module, letting you define the materials and services needed for one unit of a work item and reuse that template later in cost sheets without needing to re-enter the data each time. This guide explains the required permissions, the steps to create a new template, and the content of the add form.
Permissions
The user must have the “Add Work Item Templates” permission to be able to add new templates.
How to Access the Screen
- From the main menu, go to “Constructions”, then click on “Work Item Templates”.
- The screen displays a list of existing templates, showing for each: Template (title and number), Work Item, Created By, and Status.
- You can search and filter using the Search & Filters bar (search by template title or code, filter by Work Item or Status), and use the Advanced option for more filters.
- Click the “New Template” button to add a template.
Header
- Cancel (X): discards the changes made to the form, and redirects you back to the Work Item Templates list screen.
- Save: saves the template with the entered data.
Template Information
The add form contains a “Template Information” section, with the following fields:
- Template Title (required): a text field for naming the template.
- Template No. (required): a field automatically filled with a sequential number.
- Status: two adjacent options (Active / Inactive), with a default value of “Active”.
- Work Item (required): a dropdown showing work items previously defined in inventory00.0
- Quantity (required): a combined field showing the quantity value (read-only, always displaying “1”) alongside an adjacent dropdown for selecting the Unit. If the selected work item has a predefined unit, this unit is filled in automatically.
- Default Template: a toggle switch labeled “Enabled”, disabled by default.
Bill of Quantities
This section contains a table titled “Bill of Quantities” for adding the materials and services linked to the template, with the following columns:
- Item (required): a dropdown showing the materials and services defined in the system (placeholder: “Select Item”).
- You can search within the dropdown by name or code.
- You can add a new material or service directly from the dropdown.
- Quantity (required): a numeric field (placeholder: “Enter quantity”), with an adjacent dropdown for selecting the Unit specific to this item.
- Unit Cost (with an info icon ⓘ): a numeric field (placeholder: “Cost”), automatically filled from either the inventory average value or the last purchase order (based on the setting configured in Construction settings).
- Subtotal: a display-only field, automatically calculated using the formula: Subtotal = Unit Cost × Quantity.
Add Button: click “+ Add” below the table to add a new line.
Total Row: a “Total” row appears at the bottom of the table, showing the overall total cost of all items added to the table.
On Successful Save
- After saving successfully, you are automatically redirected to the work item template view screen.
- A success message appears: “Work item template added successfully.”