Templates

There are three kinds of template: work rules, teams and cost codes. Applying a work-rule or team template copies it into the project. After that they're separate: editing one never changes the other. A cost-code template stays linked to the project (see Cost-code templates).

Work-rule templates

A work-rule template is a full set of work rules: pay model, base hours, overtime tiers, premiums, turnaround, travel, mileage and late-cancellation fees. Per diem isn't in it. You set that on the project's days (Per diems).

To apply one to a project:

1. Open the project, tap Work rules, then Edit rules.
2. Under Rules source, pick Custom (the other option, Fijn Weekend, is the fixed standard and can't be changed).
3. Open Apply preset or template and tap the one you want.
4. Tap Save below the rules.

The list holds the work-rule templates you saved yourself, so it only appears once you have one. Switching a Fijn Weekend project to Custom asks you to confirm first.

The same list shows up in the work-rules step when you create a project. Once the first deal memo is signed, the project's rules are locked and you can't apply a template any more.

To keep a project's rules for the next job, tap Save as template on the same page (Custom has to be selected, and the rules can't be locked yet). It skips edits you haven't saved, so tap Save first. Department and crew overrides aren't included.

Fijn Weekend also sits among the system presets on your work-rules templates page. Duplicate it there and you get an ordinary template with the Fijn Weekend values that you can change.

Team templates

A team template lists positions, each a department plus a job title (Camera → Focus Puller, say), and can include an approval chain. It holds no people. You still hire crew on each project.

Applying one sets up all those positions in one go. On a project's Crew tab, tap Build team from… and pick a source:

• Recent projects: the positions of an earlier job. Leave Pre-select the same crew ticked to add that project's people as recommendations you can invite.
• Presets: Small team, Medium team or Large team.
• Team templates: the ones you saved yourself.

Recent projects and Team templates only show up when you have any.

Then tap Build team. Only positions the project is still missing get added. If it has them all, you'll see "All positions already exist".

A source with an approval chain shows an Approval chain badge and offers Replace approval chain, which swaps the project's chain for that one. It's ticked by default unless the project is already active or finished. If the project already has a chain, or is active or finished, you confirm the swap first. On a running shoot the warning tells you that approvals already in progress can be rerouted or break.

Save as template at the bottom of the Crew tab stores the project's positions and its approval chain as a new team template. This is the only way a chain gets into a team template. The template editor shows positions only. The people you hired stay with the project.

Cost-code templates

A cost-code template holds the codes your accounting uses. Each department gets a code, and a job title can get its own code where you need more detail. A job title left blank uses its department's code. Leave both blank and the position keeps its standard Film Fund code.

New projects use Film Fund standard (NFF). For other codes, make your own template first: duplicate NL Film Fund and change what you need, or start a new one. Then open the project, tap the pencil icon (Edit project) and choose your template under Cost codes. The cost report and the Final settlement group positions under those codes (Reports).

The project keeps a link to the template, so code edits show up in the next export. If you delete the template, the project goes back to the Film Fund standard.

As a co-producer on someone else's project, you don't see Cost codes in Edit project. Only the owner picks the cost codes, so ask them if the project needs other codes.

Managing templates

Your profile has a Templates section with three links: Work rules templates, Team templates and Cost code templates. The switcher at the top of each page takes you to the other two.

System presets come first:

• Work rules: Fijn Weekend
• Teams: Small team, Medium team and Large team
• Cost codes: NL Film Fund

You can't change a preset. Work-rule and cost-code presets open read-only when you tap them, and for a team preset you tap Show roster on its card. Tap Duplicate (the copy icon on the card) for your own copy, named "Copy of" plus the preset's name. For work rules and teams the copy opens in the editor, and it's only kept once you tap Save. A cost-code copy is saved straight away.

Your own templates are under Your templates. Tap one to edit it, or tap its delete icon to remove it. New template (the + button at the top) starts an empty one.