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How to Edit Item Names in a Template
How to Edit Item Names in a Template
Kyle Nichols avatar
Written by Kyle Nichols
Updated over a week ago

In this video you will be shown how you can change the name of your item list right from the template page, just like you can in workareas. This allows you to use the same item from the Item Catalog multiple times, assigning unique production rates to each instance of that one item, avoiding the need to create multiple unique items in the item catalog.
For example, in a paver patio template, maybe you'd want to create easy access, medium access, and difficult access production rates for labor. This access wouldn't affect the production rates for the materials, but labor it would, and you'd like to reflect that in your template by giving the estimator the option of which production rate to choose while using the template in a new estimate.

So now, you can use your one single labor item, add that one labor item multiple times to the template, and override the name of that labor item to distinguish easy access, medium access, difficult access, and assign unique production rates to each.
Now the estimator can delete the two he/she doesn't want, and use the production rate they did want. And no need to create multiple labor items in the item catalog, or create multiple templates, one for each production rate.

Step by Step:

Step 1: Click System Setup

Step 2: Click Templates

Step 3: Pick the template you would like to edit, or create a new one

Step 4: Click the name of what needs edited

Step 5: Change the name

Step 6: Repeat as many times as needed.

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