Stage templates

(Estimating)

To enter or amend stage templates

Open: Manufacturing System Manager > Stage Templates > Records > Enter New Record.

Open: Manufacturing System Manager > Stage Templates > Records > Amend Record.

  1. Enter a reference and description or select an existing Reference from the drop-down list and the template Description is displayed automatically.
  2. If you want the stage to be added automatically to new full estimates Forecast project costs, based on expected costs of labour, machinery and operation times. In Manufacturing, estimates are produced for one-off items or non-repetitive batches. or multi-item estimates, select Automatically add to Estimates.
  3. The stage will have a status of Entered and the stage Due Date will be that of the Estimate header.

    Note:

    The stage will not be added automatically to estimates if you are creating estimates in the following ways:

  4. To save the template details, click Save.

To delete stage templates

Open: Manufacturing System Manager > Stage Templates > Records > Amend Record.

  1. Select the Reference of each template.

    Note: Click Select All to select all references at once.

  2. Click Delete.
  3. Click Yes at the prompt to confirm that you want to delete the templates.

    The templates are deleted.