projecttemplate
Stores reusable project templates, enabling standardized project setup and workflow automation.
Columns
| Name | Type | References | Description |
| id [KEY] | Integer | A unique internal identifier assigned to the record, used to track and reference the entry within the system. | |
| allowallresourcesfortasks | Boolean | Indicates whether all available resources should be displayed for project task assignment, allowing for a wider selection of resources. | |
| allowexpenses | Boolean | Indicates whether expenses are allowed for the project or task, enabling the recording and tracking of costs incurred. | |
| allowtime | Boolean | Indicates whether time entry is allowed for the project or task, allowing users to log the time spent on work. | |
| billingschedule | String | The schedule for billing the project or task, specifying the timing or frequency of billing, such as monthly or upon completion. | |
| entityid | String | The name or unique identifier of the entity associated with the record, typically used for tracking clients, vendors, or other key entities. | |
| estimatedcost | Decimal | The estimated cost for completing the project or task, used for budgeting and financial planning. | |
| estimatedgrossprofit | Decimal | The estimated gross profit for the project or task, calculated as the difference between estimated revenue and estimated cost. | |
| estimatedgrossprofitpercent | Double | The estimated gross profit percentage, calculated as the ratio of estimated gross profit to estimated revenue, expressed as a percentage. | |
| estimatedlaborcost | Decimal | The estimated labor cost for the project or task, representing the costs associated with the labor required to complete the work. | |
| estimatedlaborrevenue | Decimal | The estimated labor revenue for the project or task, representing the expected revenue from labor charges. | |
| estimatedrevenue | Decimal | The total estimated revenue for the project or task, used for financial forecasting and budgeting. | |
| estimatedtimeoverride | Double | The estimated work, often used to override default time estimations for a project or task. | |
| externalid | String | A unique identifier assigned to the record by an external system, used for integration and synchronization across platforms. | |
| forecastchargerunondemand | Boolean | Indicates whether forecast charges can be run on demand, allowing for dynamic forecasting and charge calculations. | |
| includecrmtasksintotals | Boolean | Indicates whether CRM-related tasks should be included in the overall job totals, ensuring that these tasks are considered in financial and resource planning. | |
| isexempttime | Boolean | Indicates whether time is classified as exempt, typically used to track hours that are not subject to overtime pay or other labor regulations. | |
| isinactive | Boolean | Indicates whether the record is inactive, flagging it as no longer in use or relevant in the system. | |
| isproductivetime | Boolean | Indicates whether the time logged is classified as productive, typically used to track billable or value-added work. | |
| isutilizedtime | Boolean | Indicates whether the time logged is classified as utilized, used for tracking time spent on actual productive work within the project. | |
| jobbillingtype | String | The type of billing associated with the project, such as fixed-price, time-and-materials, or milestone-based billing. | |
| jobitem | String | The item associated with billing for the project, typically used to track the specific service or product being billed to the client. | |
| jobprice | Decimal | The price associated with the project, typically representing the total cost or value assigned to the project or service. | |
| limittimetoassignees | Boolean | Indicates whether time and expenses should be limited to the resources assigned to the project, restricting logging to only those with assigned roles. | |
| materializetime | Boolean | Indicates whether planned time entries should be created, used for tracking and managing time allocations for project tasks. | |
| projectmanager | String | The individual responsible for managing the project, often used to track accountability and leadership for project completion. | |
| startdate | Date | The start date for the project or task, marking the beginning of the work or project phase. |