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
- Navigate to the Applications Page
- Go to your Harvest Profit dashboard.
- Click on the Applications page.
- Select Your Field
- Choose the specific field that contains the applications you want to convert into a template.
- 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.
- Convert Applications
- Click on the three dots (menu) next to the selected applications.
- Choose Convert Applications into Template from the dropdown menu.
- 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.
- You will have two options:
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!