{"id":145698,"date":"2026-09-10T08:59:07","date_gmt":"2026-09-10T08:59:07","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=145698"},"modified":"2026-09-20T14:09:48","modified_gmt":"2026-09-20T14:09:48","slug":"guide-to-setting-up-a-work-item-template-pricing-it-and-using-it-in-a-cost-sheet","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/guide-to-setting-up-a-work-item-template-pricing-it-and-using-it-in-a-cost-sheet\/","title":{"rendered":"Guide to Setting Up a Work Item Template, Pricing It, and Using It in a Cost Sheet"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\">A work item template allows you to define the materials and services required for a single unit of a specific work item once, and reuse them later within cost sheets without needing to re-enter them each time. In this article, we explain the steps to create the template, price it, and then use it within a cost sheet in detail.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Steps to Setting Up a Work Item Template, Pricing It, and Using It in a Cost Sheet&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1789902911673{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_custom_heading text=&#8221;First: Creating a New Work Item Template&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:1.8&#8243; use_theme_fonts=&#8221;yes&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: left;\"><strong>Step 1: Access the Add Template Screen<\/strong><\/p>\n<p style=\"text-align: left;\">From the sidebar menu, click on &#8220;Construction,&#8221; then go to &#8220;Work Item Templates,&#8221; then click the &#8220;New Template&#8221; button.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;145707&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\"><strong>Step 2: Fill In the Template Information<\/strong><\/p>\n<p style=\"text-align: left;\">Once the &#8220;Add&#8221; screen for the work item template opens, a section titled &#8220;Template Information&#8221; appears, including the following fields to be filled in as follows:<\/p>\n<ul style=\"text-align: left;\">\n<li><strong>Template Title (required):<\/strong> enter a clear name that distinguishes the template from others, such as &#8220;Electrical Works.&#8221;<\/li>\n<li><strong>Template No.:<\/strong> doesn&#8217;t require any input, as the system generates it automatically once the template is created.<\/li>\n<li><strong>Status:<\/strong> choose between &#8220;Active&#8221; and &#8220;Inactive&#8221; using the available toggle buttons. The system sets the value to &#8220;Active&#8221; by default, with the option to change it as needed.<\/li>\n<li><strong>Work Item (required):<\/strong> select the required work item from the dropdown list, which displays the active items stored in the system.<\/li>\n<li><strong>Quantity:<\/strong> this field is for display only and cannot be edited, and it always shows the value &#8220;1,&#8221; taken from the specified unit.<\/li>\n<li><strong>Unit (required):<\/strong> select the appropriate unit from the dropdown list. Note that if the selected work item is linked to a unit already defined in the system, this field is filled in automatically.<\/li>\n<li><strong>Default Template:<\/strong> use the toggle switch to determine whether you want to make this template the default one or not. The default value upon creation is &#8220;Disabled.&#8221;<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_single_image image=&#8221;145711&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Second: Pricing the Template via the Bill of Quantities&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:1.8&#8243; use_theme_fonts=&#8221;yes&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: left;\"><strong>Step 3: Add Materials and Services<\/strong><\/p>\n<p style=\"text-align: left;\">Under the &#8220;Bill of Quantities&#8221; section, click &#8220;Add&#8221; to add a new row, and specify for each row:<\/p>\n<ul style=\"text-align: left;\">\n<li><strong>Item (required):<\/strong> a dropdown list showing the materials and services defined in the system along with their SKU; you can search by name or code, or add a new material\/service directly from the same list (a side panel opens for the addition form).<\/li>\n<li><strong>Quantity (required):<\/strong> a numeric field.<\/li>\n<li><strong>Unit (required):<\/strong> a dropdown list showing the unit templates defined in the system; you can search by name, or add a new unit directly by typing its name in the search field then clicking the &#8220;Create&#8221; option at the bottom of the list (the entered text is used as the base unit name, short name, and template name).<\/li>\n<li><strong>Unit Cost:<\/strong> a numeric field, automatically filled in from either the average inventory cost or the last purchase order (based on the &#8220;Unit Price Calculation&#8221; setting in the construction settings), with a tip appearing to explain the calculation source.<\/li>\n<li><strong>Subtotal:<\/strong> read-only, automatically calculated (Subtotal = Unit Cost \u00d7 Quantity).<\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_single_image image=&#8221;145832&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\"><strong>Step 4: Review the Summary and Save the Template<\/strong><\/p>\n<p style=\"text-align: left;\">A summary appears below the table in the format &#8220;Total (1 [work item unit] of [work_item_title]).&#8221; After completing all the required fields, click &#8220;Save&#8221; \u2014 the message &#8220;Work item template added successfully&#8221; appears, and you&#8217;re redirected to the template&#8217;s view screen.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Third: Using the Template Within a Cost Sheet&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:1.8&#8243; use_theme_fonts=&#8221;yes&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: left;\"><strong>Step 5: Open the Cost Sheet for a Bid<\/strong><\/p>\n<p style=\"text-align: left;\">From the sidebar menu, click on &#8220;Bids,&#8221; open the required bid&#8217;s view screen, then click the &#8220;Create Cost Sheet&#8221; button.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;145834&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\"><strong>Step 6: Select &#8220;Import Work Items&#8221;<\/strong><\/p>\n<p style=\"text-align: left;\">When adding a new work item to the cost sheet, select &#8220;Import Work Items&#8221; from the dropdown list \u2014 a side panel opens displaying two tabs: &#8220;Work Item Templates&#8221; (selected by default) and &#8220;Cost Sheets.&#8221;<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;145838&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\"><strong>Step 7: Import from &#8220;Work Item Templates&#8221;<\/strong><\/p>\n<p style=\"text-align: left;\">In the &#8220;Work Item Templates&#8221; tab, search by template title or work item title (only active templates are shown), select one or more templates, then click &#8220;Import&#8221;.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;145840&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: left;\">The selected work item is added to the cost sheet with a default quantity of &#8220;1.&#8221;<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;145842&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\"><strong>Step 8: Import from &#8220;Cost Sheets&#8221; (Alternative)<\/strong><\/p>\n<p style=\"text-align: left;\">Alternatively, click the &#8220;Cost Sheets&#8221; tab to import a work item previously used in another cost sheet for the same bid. Search by cost sheet code or work item title, select the required item, then click &#8220;Import&#8221; \u2014 it&#8217;s added with the same original quantity used in the source cost sheet.<\/p>\n<p>[\/vc_column_text][vc_single_image image=&#8221;145846&#8243; img_size=&#8221;full&#8221; alignment=&#8221;center&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<p style=\"text-align: left;\"><strong>Important Notes<\/strong><\/p>\n<ul style=\"text-align: left;\">\n<li>You must have the &#8220;Add Work Item Templates&#8221; permission to create a new template.<\/li>\n<li>After importing a work item into the cost sheet, if you edit its quantity in the bill of quantities, the quantities of its components (materials and services) update automatically at the same rate (Item Quantity = Work Item Quantity \u00d7 Item&#8217;s Consumption per Unit).<\/li>\n<li>Importing requires the &#8220;View All Work Item Templates&#8221; or &#8220;View His Own (Created) Work Item Templates&#8221; permission to see the list of templates, and the &#8220;View All Cost Sheets&#8221; or &#8220;View His Own (Created) Cost Sheets&#8221; permission to see the list of other cost sheets.<\/li>\n<\/ul>\n<p>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":39,"template":"","categories":[15599,15624,15668,15669],"tags":[15838,15835,15837,15834,15833,15831,15836,15832],"class_list":["post-145698","user_manual","type-user_manual","status-publish","hentry","category-construction","category-work-item-templates","category--en","category----en","tag-bill-of-quantities-for-a-work-item-template","tag-how-do-i-create-a-work-item-template-in-daftra","tag-importing-a-work-item-from-another-cost-sheet","tag-importing-from-work-item-templates","tag-pricing-materials-and-services-in-a-template","tag-setting-up-a-work-item-template-and-pricing-it","tag-unit-price-calculation-in-construction-settings","tag-using-a-template-in-a-cost-sheet"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - 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