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Maintain / Update Templates

Summary

When a price unit is changed and it is already used in a template, the template does not automatically update.

Maintain/Update Templates

To update existing templates, follow these steps:

  1. Use the Maintain Templates Tool

  2. Search for: PrintVis Maintain Templates

Maintain - Update Templates.jpg

## Results

The tool will:

  • Update Estimates: Reflect the newest price units in the estimate.
  • Restore Unit Quantity and Hours: Restore the unit quantity and hours on the price unit in the estimate.
  • Retain Manual Changes: Try to retain all manual changes on the calculation line if the new setup matches the old line.
  • Avoid Surcharge Dialog: No surcharge dialog will pop up.
  • Allow Changes to Archived Templates: Archived templates are permitted to be updated.

By using the Maintain Templates tool, you ensure that your templates are up-to-date with the latest price unit changes and retain manual adjustments as needed.