- Because estimates vary greatly from job to job, we recommend leaving the estimate fields empty for template jobs. Once the record is duplicated, you can enter new estimate amounts for the new job's cost codes.
- Posted costs and committed costs are changed to $0.00.
- Information from the Job User-Defined window will not be copied to the new job.
- If you are using the Percentage-of-Completion (POC) revenue recognition method, you may want to exclude template jobs from the POC calculation so that they do not appear on the POC entry or edit list. See Excluding a job from POC.
- If you are using the Revenue Performance Obligation (RPO) revenue recognition method, revenue/cost codes added from a change order are not copied.
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