Create work breakdown template
Streamline your work breakdown creation process! The system offers a library of pre-designed work breakdown templates that can significantly reduce the time and effort required to generate professional other templates.
- Go to Settings.
- Navigate to Commerce > Work Breakdown Template.
- Click on Add Work Breakdown Template button which is located on top right corner.
Work Breakdown Template Header Field:
- Template Name: A mandatory field is available for users to enter a descriptive name for the template.
Work Breakdown Template Line Items:
You can add individual line item details in the line items editor, such as product, rate, quantity, and unit of measurement (UOM). Enter a new value in the appropriate column. Learn more about using the line items editor.