Setting up the Default Item Template

Configure what Categorization is displayed by default when creating an Item to ensure the project team completes the relevant information when adding Items. There may be projects where it’s important to have the ability to categorize costs at the estimate level. Setting the Default Item Template helps ensure any new items have the category columns enabled. 

The Default Item Template can also be used to add Item Markups to any new markup. These markups behave the same way as all markups in Join. See our article on markups to learn more.

Tip: The Default Item Template is a great way to split up cost at the estimate level when categorizing at the Item level doesn’t suffice. The Default Item Template only applies to new items, if you’ve created Items before setting the template those past items remain the same but you can add the category columns manually to each of those older items.