Costing Templates 101: Editing Templates

   By TriMech Marketing on November 8, 2017

In our previous blog on creating costing templates, we showed you how to set your default template settings and create new templates. Keep reading to find out how to edit templates that capture unique characteristics associated with manufacturing methods for four different body types: General Single Body Parts, Sheet Metal, Multibody and Assembly. This is especially important when there are changes in the costing structure, for example, when the price of aluminum or steel increases.

Editing Material and Thickness on Sheet Metal Templates

Editing an existing template is simple and straight forward. In this example, we will review editing a sheet metal template. 

After selecting a sheet metal template that you created, use the drop-down menu in the SOLIDWORKS Costing Template Editor to define material parameters, such as material class and SOLIDWORKS Material.

Define Parameters

Next, since sheet metal cost is dependent on material thickness, it is important to enter specific values. 

Enter Variables

PRO TIP: To save time, export to an excel sheet, enter the information and then import it back in to the SOLIDWORKS Costing Template Editor.

If importing from a spreadsheet, remember that new materials can’t be added. That must be done in the previous tab in the template editor.

Edit Values of Material Thickness

Editing Operations on Sheet Metal Templates

In the Operations section of the template editor you have the ability to specify machine setup and cost, as well as how additional feature costs are applied.


The Cut screen allows you to define the cost of cutting methods by either length or stroke. With a cut type of stroke, as you would see with a drill or punch, this option defines the cost for ever repetion in “$xx.xx” format. For a cut type of length, the cost is calculated from the distance a cutter must travel.

Costing Template101: Cutting


The Bend screen defines the cost per bend found in a part. This calculation defines includes both regular bends or hem bends. 

Costing Template 101: Bending

Library Features:

The Library Features Operations use library features to calculate a cost per instance of a particular library feature, punch feature and forming tools part. 

Costing Template 101: Library Features


The Custom screen is used for any operation that is not an actual feature on the part. Here, you determine and develop the feature and associated cost. A great example would be painting, anodize or inspection.

Costing Template 101: Custom

Editing Machined or Multibody Templates

Each of the other templates for Machined or Multibody work in similar ways. Navigate to the SOLIDWORKS Costing Template Editor to define the feature parameters and cost associated to each. Isn’t that simple?

Using Costing Markups and Applying Discounts in SOLIDWORKS

Once you’ve created and edited a template for a part, you are probably wondering how to determine your markups and discounts directly in the SOLIDWORKS interface. Inside of the costing tool, you can add a percent markup or discount. This can be based on the total cost of the part or the material cost. To add the markup, enter the margin determined by your pricing team. Example: Your pricing team determined a part markup of 5%.  If you intend to add a discount, just use a negative value such as -10%.

Estimated Cost Per PartCosting Template Editor

Now that you know how to create and edit templates in SOLIDWORKS Costing, learn how to created customized costing reports here.

Interested in learning more about templates? View our SOLIDWORKS training courses!

Related Products

Browse the TriMech web store for SOLIDWORKS software to design, analyze and manufacture your products on your desktop.


TriMech provides thousands of engineering teams with 3D design and rapid prototyping solutions that work hand-in-hand, from sketch to manufacturing. InterPro became a part of TriMech Solutions LLC in 2021.

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