{"id":145725,"date":"2026-09-20T14:02:02","date_gmt":"2026-09-20T14:02:02","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=145725"},"modified":"2026-09-20T14:03:56","modified_gmt":"2026-09-20T14:03:56","slug":"managing-unit-templates-and-their-factors-from-within-a-work-item-template","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/managing-unit-templates-and-their-factors-from-within-a-work-item-template\/","title":{"rendered":"Managing Unit Templates and Their Factors from Within a Work Item Template"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<\/p>\n<p dir=\"ltr\">The system allows you to manage unit templates and their factors directly while creating or editing a work item template, without needing to navigate to inventory settings separately. This guide explains the required permissions, the steps to manage a unit from the side panel, its content, and the system&#8217;s behavior on save.<\/p>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Permissions&#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_1789032278079{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<p dir=\"ltr\">The user must have the <strong>&#8220;Edit General Settings&#8221;<\/strong> permission to be able to manage units. If the user lacks this permission, the <strong>&#8220;Manage Units&#8221;<\/strong> button appears disabled, with a tooltip shown on hover: <strong>&#8220;Requires Permission.&#8221;<\/strong><\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Access Point&#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_1789032348640{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<ul>\n<li>From the main menu, click on &#8220;<strong>Construction<\/strong>,&#8221; then click on &#8220;<strong>Work Item Templates<\/strong>.&#8221;<\/li>\n<li>Click on the &#8220;<strong>New Template<\/strong>&#8221; button.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-145726 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-122936.png\" alt=\"\" width=\"1369\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-122936.png 1369w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-122936-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-122936-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-122936-768x355.png 768w\" sizes=\"auto, (max-width: 1369px) 100vw, 1369px\" \/><\/p>\n<ul>\n<li>Click the dropdown for the <strong>&#8220;Unit&#8221;<\/strong> field for that item; a search box (&#8220;Search&#8221;) appears for searching within the available units.<\/li>\n<li>At the bottom of this list, click the <strong>&#8220;Manage Units&#8221;<\/strong> button (accompanied by a settings icon).<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-145730 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-123124.png\" alt=\"\" width=\"1199\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-123124.png 1199w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-123124-300x158.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-123124-1024x539.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-123124-768x404.png 768w\" sizes=\"auto, (max-width: 1199px) 100vw, 1199px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Side Panel Content&#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_1789032849914{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<p dir=\"ltr\">A side panel titled <strong>&#8220;Unit Template&#8221;<\/strong> opens, containing:<\/p>\n<p dir=\"ltr\"><strong>Unit Source<\/strong><\/p>\n<p dir=\"ltr\">Two radio button options:<\/p>\n<ul dir=\"ltr\">\n<li><strong>Select from Existing<\/strong>: to select and edit an existing unit template.<\/li>\n<li><strong>Create New Unit Template<\/strong>: to create a completely new unit template from scratch.<\/li>\n<\/ul>\n<p dir=\"ltr\"><strong>When &#8220;Select from Existing&#8221; Is Chosen<\/strong><\/p>\n<ul dir=\"ltr\">\n<li><strong>Template<\/strong>: a dropdown titled &#8220;<strong>Choose Template<\/strong>,&#8221; showing all unit templates previously defined in Inventory Settings.<\/li>\n<li><strong>Base Unit Name<\/strong>: automatically populated based on the selected template.<\/li>\n<li><strong>Short Name<\/strong>: automatically populated based on the selected template.<\/li>\n<li><strong>Factors Table<\/strong>: displays the list of units linked to the template, with the following columns:\n<ul dir=\"ltr\">\n<li><strong>Unit Name<\/strong>.<\/li>\n<li><strong>Factor<\/strong>.<\/li>\n<li><strong>Short Name<\/strong>.<\/li>\n<li>A delete button (trash icon) for each row.<\/li>\n<\/ul>\n<\/li>\n<li><strong>&#8220;+ Add&#8221;<\/strong> button: adds a new row to define an additional factor (unit) within the same template.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-145734 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-123541.png\" alt=\"\" width=\"1204\" height=\"640\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-123541.png 1204w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-123541-300x159.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-123541-1024x544.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-123541-768x408.png 768w\" sizes=\"auto, (max-width: 1204px) 100vw, 1204px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Steps to Manage a Unit&#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_1789033033660{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<ul>\n<li>Click <strong>&#8220;Manage Units&#8221;<\/strong> as described above.<\/li>\n<li>Choose <strong>&#8220;Select from Existing&#8221;<\/strong> to edit a current template, or <strong>&#8220;Create New Unit Template&#8221;<\/strong> to start a new one from scratch.<\/li>\n<li>If editing an existing template: modify the unit names or factors, or add a new factor via the &#8220;<strong>+ Add<\/strong>&#8221; button.<\/li>\n<li>If creating a new template: enter the base unit name, short name, and then add the required factors.<\/li>\n<li>Click the <strong>&#8220;Save&#8221;<\/strong> button to complete the action.<\/li>\n<li>After saving, return to the &#8220;<strong>Unit<\/strong>&#8221; dropdown, and select the desired factor (unit) from among those defined in the saved template.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;System Behavior on Save&#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_1789033092127{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<ul>\n<li>When the side panel is saved, the selected template \u2014 whether newly created or an edited existing one \u2014 becomes the template linked to this material or work item on the current line.<\/li>\n<li>When you open the &#8220;<strong>Unit<\/strong>&#8221; dropdown again, all the factors (units) belonging to the saved template appear, so you can select the appropriate one for this line.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-145737 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-124032.png\" alt=\"\" width=\"1200\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-124032.png 1200w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-124032-300x158.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-124032-1024x538.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-124032-768x404.png 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Validation Rules in the Bill of Quantities&#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_1789034071742{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<ul>\n<li>If a valid unit (factor) is not selected for an item, a validation message appears: <strong>&#8220;Please select a valid unit factor.&#8221;<\/strong><\/li>\n<li>The <strong>&#8220;Unit Cost&#8221;<\/strong> value must be greater than 0; otherwise, the message <strong>&#8220;Cost must be greater than 0&#8221;<\/strong> appears.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-145773 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/42323.png\" alt=\"\" width=\"1197\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/42323.png 1197w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/42323-300x158.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/42323-1024x540.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/42323-768x405.png 768w\" sizes=\"auto, (max-width: 1197px) 100vw, 1197px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Bill of Quantities Summary&#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_1789036030262{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<p dir=\"ltr\">A <strong>&#8220;Total&#8221;<\/strong> row appears below the table, showing in parentheses the quantity, unit, and linked work item, for example: <strong>&#8220;Total (1 m\u00b2 of Electrical Works)&#8221;<\/strong>, along with the total cost value.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Restrictions on Editing Templates Linked to Recorded Transactions&#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_1789036878980{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<p dir=\"ltr\">If an item is already linked to a unit template, and it already has transactions recorded in the system, the selected template cannot be changed entirely; the user can only add new factors (units) to the current template.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Canceling &#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_1789036955998{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<div>\n<div tabindex=\"0\" role=\"article\" aria-setsize=\"456\" aria-posinset=\"442\" aria-label=\"Message 442 of 456\">\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<div>\n<p dir=\"ltr\">You can click <strong>&#8220;Cancel&#8221;<\/strong> to close the side panel without applying any changes to the template.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p dir=\"rtl\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-145777 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-134157.png\" alt=\"\" width=\"1197\" height=\"632\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-134157.png 1197w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-134157-300x158.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-134157-1024x541.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/09\/Screenshot-2026-09-10-134157-768x405.png 768w\" sizes=\"auto, (max-width: 1197px) 100vw, 1197px\" \/><\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[15624,15669],"tags":[15726,15872,15870,15873,15768,15871,15767,15772,15759,15848,15849,15850,15706,15763,15764],"class_list":{"0":"post-145725","1":"user_manual","2":"type-user_manual","3":"status-publish","4":"hentry","5":"category-work-item-templates","6":"category----en","7":"tag-bill-of-quantities","8":"tag-create-new-unit-template","9":"tag-factors","10":"tag-how-do-i-add-a-unit-while-creating-a-work-item-template","11":"tag-managing-units","12":"tag-select-from-existing","13":"tag-unit-template","14":"tag-why-is-the-manage-units-button-disabled","15":"tag---en","16":"tag-----en","17":"tag----en","21":"tag------en"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Managing Unit Templates and Their Factors from Within a Work Item Template - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/managing-unit-templates-and-their-factors-from-within-a-work-item-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Managing Unit Templates and Their Factors from Within a Work Item Template - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] The system allows you to manage unit templates and their factors directly while creating or editing a work item template, without needing to navigate to inventory settings separately. This guide explains the required permissions, the steps to manage a unit from the side panel, its content, and the system&#8217;s behavior on save. 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