iPE Help

What is a Trip Template and how to I Create One

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When you  enter several travel items for the same trip you have the option to create a new "trip template". A trip template is simply a list of pre-defined travel items which you can copy into a new travel estimate in one shot, without having to input each item individually.

Click "YES" as highlighted in the popup below which comes when you save your travel estimate to save the checked trip templates. Any new trip templates you define  are checked by default, with edited or updated but existing trip templates unchecked.

  • Only check a trip template if you want to update it to reflect any changes you made to the items against that trip in the current estimate

To copy in the items from a trip template simple select it from the list of trip templates as shown below.

Then make any changes in the popup, as desired. Changes in the popup do not update the trip template but will default into all the travel items imported from your trip template.

You can add, delete and modify any travel items after importing them from a trip template. You also have the option to update the trip template again, or not, as explained above

  1. Trip description
  2. Start and end dates for this trip (normally blank in the template)
  3. Number of people, trips and days per trip
  4. Original and destination (often also blank in the template).

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