Creating Job Costing Templates in Ontraccr

📄 Creating Job Costing Templates in Ontraccr
 

Job costing in Ontraccr allows teams to predefine cost structures for projects using reusable templates. By customizing job costing templates, you can streamline how cost codes and budgets are applied—saving time and ensuring consistency across jobs.

🧭 Where to Access Job Costing Customization

1. Go to Settings.
2. Navigate to Customization.
3. Click on Job Costing.

🎛 What You Can Customize

• Cost Code Structures: Set up predefined cost codes specific to different types of projects.
• Budget Templates: Define default budget lines and amounts to be used when a project is created.

🛠️ How to Create a Job Costing Template

1. In the Job Costing section of Customization, click Add or the plus (+) icon.
2. Enter a name for your template (e.g., “Commercial Build – Default”).
3. Add all relevant cost codes and budget items:
   • These might include labor, materials, subcontractors, equipment, etc.
4. Save the template.

💼 Applying a Job Costing Template

• When creating a new project:
  1. Choose the Job Costing Template during setup.
  2. The pre-configured cost codes and budget lines are automatically applied—no need to enter them manually.
  3. You can still edit the template at the project level if needed.

💡 Real-World Example

If your company regularly handles renovation projects, you can build a Job Costing Template with preloaded codes like:

• 1000: Demolition
• 2000: Framing
• 3000: Electrical
• 4000: Plumbing

This saves project managers from repetitive data entry and helps standardize reporting.

✅ Tips and Edge Cases

• Template Per Project Type: You can create different templates for different job types, then apply the appropriate one during project setup.
• Optional Use: You’re not required to use a template—job costing can still be done manually.
• Editable Post-Apply: Once a template is applied to a project, it acts as a starting point—you can make project-specific adjustments later.