Classic template

IN THIS ARTICLE

Classic, now surfaced as a Legacy template for some existing customers, keeps the original four category names while using the current category and section model underneath.

Overview

Before dynamic categories, all phases used four fixed estimation types: Features, Overheads, Services, and Expenses.

Existing spaces can still contain a Legacy/Classic phase template after migration. It preserves those category names, but the underlying data still uses explicit category and section nodes like the rest of Estimates 3.0.

Category mapping

The Classic template contains four categories that match the original estimation types:

Classic category	Resource types	Pricing model	Equivalent to
Features	Roles, Streams, Custom price	One-off	Time-based deliverables and effort
Overheads	Roles, Streams	Recurring	Persistent role allocations spanning the phase
Services	Products, Custom price	Recurring	Subscriptions, hosting, managed services
Expenses	Products, Custom price	One-off	Hardware, travel, one-off product costs

Current recommendation

For new work, use the current built-in templates:

Standard for the default Deliverables / Services / Overheads structure
Blank when you want to define categories from scratch

If your space still includes the Legacy/Classic template, you can keep using it where the older category names are familiar or important to your workflow.