Can I create project templates?

Created by pranay dhabarde, Modified on Wed, 20 May at 7:05 AM by pranay dhabarde

Yes, Closeout Pro allows you to create project templates to make setting up new projects faster and more consistent. 

To create one, go to your profile menu → Admin → Project Templates, then click Create New Template. From there, you can configure modules like Closeout Items, Submittals, and Punch List, along with their mappings and settings. 

Once saved, the template can be selected when creating a new project, and the system will automatically apply the predefined setup.

 

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