Create a Schedule from a Schedule Template

CONSTRUCTIONONLINE - CREATE A SCHEDULE FROM A SCHEDULE TEMPLATE


OBJECTIVE

To create a new project schedule from a schedule template

BACKGROUND

One of the most powerful features of ConstructionOnline is the ability to generate templates from existing project files, including schedules. A fully-detailed schedule template can save hours of manual entry and prevents duplication of work. In short, any work put into a schedule can be multiplied and saves a massive amount of time. Once a schedule has been made into a template, a new schedule for a different project can be created from that template, retaining the schedule’s structure and predecessor linkages.

THINGS TO CONSIDER

  • User must have correct permissions to create and edit schedules
  • At least one schedule template must exist

STEPS TO CREATE A SCHEDULE FROM A TEMPLATE

  1. Select Scheduling from the left-hand navigation window of ConstructionOnline
  2. Select the Templates tab
  3. Select the schedule template
  4. Select Duplicate from the dropdown menu
  5. Name the schedule and select information to include in the new schedule
  6. On the Schedules tab, select the new schedule
  7. Select Edit
  8. Associate the schedule with a project using the Related Project dropdown
  9. Select Save Changes

RELATED TOPIC

  • Create a Schedule
  • Create a Schedule Template

SUPPORT

For additional information on Creating a Project Schedule from a Schedule Template, contact UDA Technologies at 800-700-8321.