Using Templates
Where to find it: Project Detail Page > Deliverables tab > Add Deliverable > From Template
Templates speed up project setup by providing pre-built deliverables with task structures and hour allocations.
What a Template Contains
- Name and description — e.g., “Brand Identity Package”
- Category — grouping like branding, web, strategy
- Default amount — the standard price
- Base hours — total expected hours at the default price
- Task structure — task lists and tasks with proportional hour allocations
How Hour Scaling Works
Templates use percentage-based allocations, not fixed hours. When you create a deliverable at a different price, hours scale proportionally:
| Scenario | Template Price | Your Price | Ratio | Base Hours | Scaled Hours |
|---|---|---|---|---|---|
| Full price | $15,000 | $15,000 | 100% | 80 | 80 |
| Reduced scope | $15,000 | $12,000 | 80% | 80 | 64 |
| Small engagement | $15,000 | $5,000 | 33% | 80 | 40 (floor) |
The 50% floor: Hours never scale below 50% of the base, regardless of price. This ensures enough time is allocated for quality work.
Example Breakdown
For a “Brand Identity” template at $15,000 / 80 hours, created at $12,000:
| Phase | % of Total | Hours at $15k | Hours at $12k |
|---|---|---|---|
| Discovery (20%) | 16 | 13 | |
| Concept Development (45%) | 36 | 29 | |
| Refinement & Delivery (35%) | 28 | 22 | |
| Total | 100% | 80 | 64 |
When to Use Templates
- New project setup — Quickly scaffold deliverables with the right task structure
- Consistent scoping — Ensure similar work gets similar time allocations
- Proposal building — Estimate hours and pricing based on established patterns
Templates are optional. You can always create deliverables from scratch.
Managing Templates
Templates are managed in Settings > Templates (managers only). See Deliverable Templates.