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Construction category templates

Company+

Prepared sets of project categories that you load into a project with a single click.

Available for:AdministratorUser

Every project is divided into categories - parts of the job on which workers report their work (for example "Earthworks", "Demolition", "Final surface"). If you create similar projects repeatedly, prepare a set of categories as a template and simply load it into the new project. How categories work on a project is described in Projects.

You'll find the templates in the menu under Settings → General → Construction categories (the Vzory stavebních kategorií (Construction category templates) page). On the Company and All for business tariffs, access is controlled by the Role for the Construction categories module.

Construction categories are not expense categories

Construction categories divide a job into parts. Expense categories (Settings → General → Expense categories) are something else - they sort the costs on purchase invoices.

Creating a template​

  1. Open Settings → General → Construction categories.
  2. Click Přidat vzor (Add template).
  3. Fill in the Název vzoru (Template name; e.g. "Apartment building", "Renovation") and optionally a Komentář (Comment).
  4. Add rows with the Přidat kategorii (Add category) button and fill in the Název kategorie (Category name). Remove a row with the cross.
  5. Click Založit (Create).

The template list shows the Název vzoru, Počet kategorií (Number of categories) and Komentář. Click a template to open and edit it; delete it with the bin icon.

Loading a template into a project​

The new project wizard doesn't offer categories - a new project gets one category, Obecné (General). You load a template later in the project detail:

  1. In Lists → Projects, open the project and click Odemknout pole (Unlock fields).
  2. On the Obecné tab, click Načíst ze vzoru (Load from template) (the button only appears when the company has at least one template).
  3. In the Načíst vzor stavebních kategorií (Load construction category template) window, select the Vzor kategorií (Category template) and click Načíst (Load).
  4. Complete the categories if needed (Fakturováno (Invoiced) amounts, budget, labels) and save the project with the Upravit (Edit) button.
The template replaces the existing categories

Loading a template replaces all categories in the project form. After saving, the original categories are removed from the project. On a project that is already under way, first check which categories workers are already reporting on.