# Project Stage Template

<p class="doc-lead">A Project Stage Template stores a reusable stage name and description. Use templates as a reference when creating project stages with consistent naming across jobs.</p>

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<p class="doc-toc-title">On this page</p>
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<span class="doc-toc-group-title">Getting started</span>
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<a href="#/project/project-stage-template?id=overview">Overview &amp; List View</a>
<a href="#/project/project-stage-template?id=quick-start">Quick Start</a>
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<span class="doc-toc-group-title">Form reference</span>
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<a href="#/project/project-stage-template?id=header-fields">Header Fields</a>
<a href="#/project/project-stage-template?id=actions-status">Actions &amp; Status</a>
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<span class="doc-toc-group-title">More</span>
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<a href="#/project/project-stage-template?id=example">Example</a>
<a href="#/project/project-stage-template?id=faq">FAQ</a>
<a href="#/project/project-stage-template?id=related">Related</a>
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<h2 id="overview">Overview &amp; List View</h2>

Go to <b>Project → Project Stage Template</b>.

<b>List columns</b>

| **Column** | **Shows** |
|------------|-----------|
| Id | Template reference number. |
| Name | Template name. |
| Status | Active or inactive. |

<b>Advanced Filters</b>

Id.

<b>List row actions</b>

Edit, Delete, View — available on all rows.

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<h2 id="quick-start">Quick Start</h2>

1. Go to <b>Project → Project Stage Template</b> and click <b>New</b>.
2. Enter <b>Stage Name</b> and an optional <b>Description</b>.
3. Click <b>Save</b>.

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<h2 id="header-fields">Header Fields</h2>

| **Field** | **Required** | **Description** |
|-----------|--------------|-----------------|
| Stage Name | Yes | Standard name for this stage type. |
| Description | No | What happens during this stage. |

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<h2 id="actions-status">Actions &amp; Status</h2>

<b>Toolbar</b>: Edit, Delete, Clone, Print (more menu).

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<h2 id="example">Example</h2>

Create templates <b>Survey</b>, <b>Fabrication</b>, and <b>Commissioning</b>. When setting up a new <a href="#/project/project-stage">Project Stage</a>, use the same names and descriptions for consistency across all ship-repair jobs.

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<h2 id="faq">FAQ</h2>

<b>Does selecting a stage template auto-create project stages?</b><br>
No. Stage templates are reference master data. You create <a href="#/project/project-stage">Project Stages</a> on each project manually, using template names for consistency.

<b>What is the difference between a Stage Template and a Project Template?</b><br>
Stage templates store reusable stage names. <a href="#/project/project-template">Project Templates</a> define tasks and category mappings assigned to projects via <b>Assign Template</b>.

<b>Can I inactivate a stage template?</b><br>
Yes. Inactive templates are hidden from new selections but existing project stages are unaffected.

<b>Are stage templates linked to project stages automatically?</b><br>
No. There is no foreign-key link — copy the name and description when creating stages on a project.

<b>Can I delete a stage template?</b><br>
Yes, when no dependency blocks delete. Project stages do not require an active template record to remain on the project.

<b>How many stage templates should I create?</b><br>
Define one template per standard phase your business repeats. Projects can mix and match stage names without using every template on every job.

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<h2 id="related">Related</h2>

<ul>
<li><a href="#/project/project-stage">Project Stage</a></li>
<li><a href="#/project/project-template">Project Template</a></li>
</ul>