Work with deliverable templates
While VOGSY gives you the ability to duplicate any deliverable, you might not want a clone of a duplicate but only the basic data from one, especially the calculations, which can be time-comsuming to create. For that you can use a deliverable template. A deliverable created from a template will import the following information from the template:
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Title
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Description
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Start and finish dates
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Invoicing method
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Revenue type (if applicable)
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Activities, activity hours and rates
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Any costs and rates
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Calculations, incldung activities (but not the resources) and costs.
As mentioned before, this is not a clone, and therefore the deliverable will not import the following:
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Amount (fixed-price deliverables only)
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Any cap on hours
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Any discount/surcharge
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PO number
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The resourcing
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Invoicing/billing periods (fixed-price deliverables only)
Create a deliverable template
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Go to the project that contains the deliverable you want to use as a template.
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Click the deliverable’s
Additional tasks button, select Save as template, and the template will be created.
You can verify that the template was created by clicking the ![]() |
Modify a deliverable template
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Create a deliverable from the deliverable template that you want to modify.
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Make the desired changes to the deliverable.
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Click the deliverable’s
Additional tasks button, select Save as template, and the template will be updated with the new data.
Delete a deliverable template
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Go to the Projects view and open a project that contains deliverables.
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Click the first deliverable’s
Additional tasks button and select Manage templates.
The Deliverable templates window opens with a list of all the deliverable templates available to you.
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Click the
button beside the template that you want to delete and the template will be removed from the list and deleted from VOGSY.
Create a deliverable from a template
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Go to the project to which you want to add the deliverable.
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Click Add Deliverable and the Create deliverable form displays.
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Select the template from the Select a template drop-down field.
The form will be updated with the data from the template.
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Update the form as necessary and click Save.