Create a New Template from an Existing Schedule Template

CONSTRUCTIONONLINE - CREATE A NEW TEMPLATE FROM AN EXISTING SCHEDULE TEMPLATE

OBJECTIVE

To create a ConstructionOnline schedule template that can be successfully used on future projects from an existing template

BACKGROUND

For users who have several projects that encompass a similar scope of work, it is often easier to use a schedule template instead of creating a new schedule for each project. ConstructionOnline allows users to do just that, in turn saving them valuable time.

THINGS TO CONSIDER

  • While a schedule template duplicates the schedule tasks, start and end dates will have to be edited for each project the template is used for.

STEPS TO CREATE A NEW TEMPLATE FROM AN EXISTING SCHEDULE TEMPLATE

  1. Navigate to the Scheduling tab on the left side menu
  2. Click on the Templates tab
  3. Click on the dropdown menu to the right of the desired template
  4. Click the Template option
    1. This will open the Make Schedule Template modal
  5.   In the Make Schedule Template modal, it is possible to name the template and select which information from the schedule will go into the template
  6. Click Save when finished

VIDEO


RELATED TOPICS

  • Create a Schedule from a Schedule Template

SUPPORT

For additional information about Scheduling, contact UDA Technologies at 800-700-8321.