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)