Library

Library5 min read

Library is the workspace catalogue. Costing Library holds resource rates you reuse on quotes. Work items, activities, and assemblies stay behind estimating (coming soon). Templates holds layouts and other defaults so the next job starts from a known shape.

Library → Costing Library resources grid

desktop

When this area is the right place

Use Library when you are maintaining rates, groups, or reusable layouts for the whole workspace.

Do not use it to price one job in isolation. That still happens on the quote. Do not use it as the live programme. Task templates live here; the schedule lives on Tasks / Plan.

Two modes

Open Library in the sidebar. Tabs:

Tab	What it is for
Costing Library	Resources and supplier rates. Work items, activities, and assemblies are coming soon with estimating. See Costing Library.
Templates	Quote templates, protections, contract rule templates, task templates, and email scripts. See Templates.

You need libraries read permission. Write permission to add or edit.

Common actions

• Add resource so quotes can pick a known rate. Attach supplier prices on the resource.
• Import a CSV on Resources when you already have a price list.
• New template under Templates → Quote templates, then pick it on Start from quote template when you create a quote.
• Keep groups and cost codes tidy under Settings → Library (nav group Library & templates).

Tip

Update the resource when a supplier price changes. Quotes that use it stay aligned. One-off job lines are for genuine exceptions.

Settings → Library

Admins open Settings → Library (under Library & templates) for:

• Import library structure (standard groups and cost types)
• Groups: resource groups, work item groups, activity groups
• Cost codes and cost types
• Locations: named rooms or areas used on jobs (for example on snags)

Locations are not a Costing Library tab. Add them in Settings.