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How to Create and Use Roster Templates in Project Quotes

Overview

SprintSuite allows you to create and reuse Roster Templates directly from the Staff Scheduler and apply them when building labour quotes.

This is ideal for quoting recurring roster-based work such as shutdowns, maintenance projects, field service, and labour hire.

Roster templates can be applied to any labour line item within your quote, including:

  • Deliverables

  • Tasks

  • Resources

This gives you flexibility based on how your quote is structured.


Step 1: Create Your Roster in the Staff Scheduler

Before using a roster in a quote, you’ll first need to create and save your roster in the Staff Scheduler.

When setting up your roster, you can define:

  • Trade (e.g. Electrician, Boilermaker, Supervisor)

  • Number of staff/trades required

  • Roster start and end dates

  • Roster patterns (e.g. 14/7, 7/7, 2/1)

  • Shift types (e.g. Day, Night, R&R)

  • Hours per shift

  • Number of days per block

  • Repeat roster swings/cycles as needed

  • Multiple roster blocks and repeating cycles

Once complete, save your roster as a Roster Template.


Step 2: Apply a Roster Template in a Quote

When creating or editing a project quote:

  1. Open your quote

  2. Add or edit a labour line item under a:

    • Deliverable

    • Task

    • Resource

  3. Select your Labour Type

  4. Click Apply Roster Template

  5. Select one of your saved templates from the Staff Scheduler

SprintSuite will automatically load the roster structure into your quote.


Step 3: Automatic Labour Costing

If your labour rates have been configured in SprintSuite, the system will automatically calculate labour costs based on:

  • Selected trade

  • Number of staff required

  • Shift hours

  • Roster pattern

  • Duration of the roster

This helps create accurate labour quotes faster.


Benefits

βœ… Reuse real roster setups from your scheduler
βœ… Apply rosters anywhere in your quote structure
βœ… Quickly quote shutdowns, projects, and recurring labour work
βœ… Automatically calculate labour costs based on your stored rates
βœ… Reduce manual data entry and quoting errors

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