Convert Applications to a Template

Introduction: This tutorial will guide you through the process of converting field applications into a template using Harvest Profit. This feature is useful for utilizing actual applied data from your fields as a budget template for the next year.

Steps to Convert Field Applications into a Template

  1. Navigate to the Applications Page
    • Go to your Harvest Profit dashboard.
    • Click on the Applications page.
  2. Select Your Field
    • Choose the specific field that contains the applications you want to convert into a template.
  3. Select the Applications
    • On the chosen field, select the applications you wish to convert. For example, you might select multiple applications based on your needs.
  4. Convert Applications
    • Click on the three dots (menu) next to the selected applications.
    • Choose Convert Applications into Template from the dropdown menu.
  5. View or Save the Template
    • You will have two options:
      • View Template Now: This will take you directly to the templates page where you can edit the new template.
      • See It Later: If you choose this, you can view the template at a later time.
    • If you choose to view the template now, you can rename it for better identification.
    • Click Save to store the template.

Important Notes

  • Currently, you can only convert applications from a single field into a template.
  • The feature to add multiple applications from multiple fields into a single template is under development.

Video Tutorial

Support

If you have any questions or need further assistance:

  • Email Support: Contact us at support@harvestprofit.com.
  • Help Button: Click on the Help button in the bottom right-hand corner of the screen, then select the Ask tab. Your email will be automatically populated, and you can send us a message directly.

Thank you for using Harvest Profit!