Templates in eventPERCH help you streamline event planning by providing reusable structures for budgets, timelines, and other key elements.
Saving a timeline as a template
You can save and create a template of an event timeline at any time.
All times, durations, descriptions, and other attributes are stored securely, allowing for easy reuse in future events.
You can do this by clicking the three-dot context menu and selecting the Save as Template option.
This opens a popup with these attributes:
Template Name - Enter a unique name for your template to easily identify it later
Description - Provide an optional description for your template to clarify its purpose or any important details
Keep Selected Vendors - Choose whether to save included vendors from the timeline in the template
This ensures that the same vendors can be reused across events when applied later
Saving a budget as a template
You can save and create a template for an event budget at any time.
All prices, amounts, descriptions, and other attributes are securely stored, making it easy to reuse in future events.
To do this, click the three-dot context menu and select the Save as Template option.
This opens a popup with these attributes:
Template Name - Enter a unique name for your template to easily identify it later
Description - Provide an optional description for your template to clarify its purpose or any important details
Include prices - Choose whether to save a template including the prices, amounts and their calculations
Keep Selected Vendors - Choose whether to save included vendors from the timeline in the template
Saved templates can be accessed in the dedicated Templates section, where you can manage them.
Loading templates
Both timeline and budget templates load in the same way and have the same conditions.
You can load a template into your current timeline or budget at any time by clicking the three-dot context menu and selecting the Load Template option.
This action triggers a confirmation window, notifying you that loading a template will overwrite the current version of the timeline or budget.
Please ensure that any unsaved changes are backed up before continuing.
Once you confirm loading a template, a pop-up will appear displaying a list of all your saved templates.
If you’re loading a timeline template, only timeline templates will be shown
Similarly, if you’re loading a budget template, only budget templates will be available
Clicking the arrow on the right confirms your selection and overwrites all current entries in the timeline or budget, as applicable.
Note: Templates are created and applied exclusively at the event level.