- To load Subheadings from a template, select a new job, or create one.
- Click the Load Subheadings from a template button.
- Select the template you want to load Subheadings from.
- Or create + Add New Template
- Once the template has been selected, this will populate a table with the list of Subheadings.
To select a Subheading for import, check the checkbox.
- Once the subheadings have been selected, click Load selected Subheadings.
- You will now see the selected subheadings ready to have time allocated to them.
- All of the subheadings will be set as active
- Select each subheading to add the applicable budget
- You can still add extra subheadings if they are needed
- You will also need to add the Xero code if they differ from the job code
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