Templates module
Templates allow you to configure factors and rates applied consistently across all company projects: taxes, labor burdens (FSR), and equipment costs.
Template types
1. Tax templates
Define applicable taxes for projects (e.g. VAT, sales tax).
2. Labor burden templates (FSR)
The Salary Factor (FSR) or labor burden defines the total real cost of a worker including benefits, social security, vacation, etc.
Example: A worker with a $200/day base salary and FSR of 1.85 has a real cost of $370/day.
3. Equipment cost templates
Define how machinery hourly/daily cost is calculated, including depreciation, fuel, maintenance, and operator cost.
Create a template
- Go to Templates from the sidebar.
- Select the template type.
- Click New template.
- Fill in the fields and save.
Apply templates to projects
Templates are associated with the project's region pack. When creating a project with a region pack, that pack's templates apply automatically.
Modifying an existing template may affect recalculation of all estimates that use it. Consider creating a new template version if the change is significant.