Schedule Templates and Global Milestones

What are Schedule Templates?

Schedule templates are schedules that are pre-created for the Pre-Construction and Construction stages of project level schedules. Published templates can be applied to empty project schedules that are in draft state, and are specific to the market and stage that the template is created for.

What are Global Milestones?

Global milestones are Homebound’s required milestones or key target activities to be tracked throughout a project’s lifecycle.

Pre-Construction Milestones:

Construction Milestones:

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Why did we do this?

Having the ability to create schedule templates in Blueprint offers a time-saving, confluence of information and the ability to create standardization and reliability within our platform. 

Global Milestones allow users to streamline the Pre-Construction and Construction key target activities and monitor the progress and productivity of the key target activities across markets.

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4 Steps to Add a New Schedule Template

Step 1: Navigate to the Schedule Template Page

From the Global Nav bar, select "Libraries"

On the Templates section of the pane on the left, select "Schedule"

In the upper right hand side of the screen, select "Create New"

Step 2: Enter Relevant Project Information

From the resulting modal, enter the

• Name of the template
• Schedule stage
• Market that the template will apply to

Once all relevant information is entered, select "Create".

Step 3: Customize your Schedule Template

Once the schedule template is created, it can be customized according to the project requirements by updating the Subphases, Tasks, Durations, Predecessors, and Successors.

This can be accomplished from within the List, Gantt, and/or Calendar Schedule View.

View the Schedules Overview article for information regarding schedule customization

✐ Note: The Pre-Con and Construction Global Milestones and the phases in which they are housed can not be edited or deleted.

Step 4: Publish the Template

Select "Publish Template" to add the completed template to the list of available Schedule Templates for the desired market. 

3 Steps to Archive a Schedule Template

1. Select a Template to Archive

2.  Select "Archive" from the Actions Menu

In the upper right hand side of the screen, select the dropdown entitled "Actions" and select "Archive". This will add an archived status to the template and hide it from view.

3. View Archived Templates (as needed)

Use the "Show Archived" toggle to view any archived schedule templates

Remove Schedule Template from Archive Status

To remove a schedule template from Archive Status, open the archived template and navigate to the status dropdown. Select "draft" or "published" to return the template to its published or draft status.

Questions? Feedback? Email us at Product-Support@Homebound.com or chat with us in Blueprint!