How do I create and edit Market Templates?

Market templates allow you to define the different markets for default settings. You can specify the market at the state, utility territory, or zip code level. When you create a market template, the defaults will only apply if the market matches the job.

To get started, navigate to workflow settings and the market templates tab. Click Add Market.

Open

Next, enter the name of the market and select the market criteria type (state, utility territory, or zipcode). Then, select or enter the required criteria.

Open

Click Save to save the market template. This will close the section and show a summary.

This market template can now be used within Project Settings. You can also create and update market templates directly from within your Project Settings while setting Project Cost Controls, Default Setbacks by Edge Type, or Soiling defaults.

Here is an example of the create Market Template flow from within settings:

If you select to set up defaults by market, and you have no Market Templates created, this window will open:

You create and name a new template then hit Continue.

Next, enter the name of the market and select the market criteria type (state, utility territory, or zip code). Then, select or enter the required criteria. Click Save to save the market template. This will close the window and your template will be available to apply settings to.