Applying Existing Schedule Templates

4 Steps to Apply an Existing Schedule Template

✐ Note: Make sure that all Team Members are set on a Project before you Import a Schedule Template so that all Tasks will be assigned in the Schedule.

Step 1: Navigate to the Project's Schedule Page 

Step 2: Choose to Apply a Schedule Template

Click the "Select Template" option.

Step 3: Choose Start Date and Select Template

To update the Schedule Start Date, simply click on the date field and the "date picker" will appear, allowing you to modify the date in a calendar view. You can also type a date in the date field if you'd prefer.

The drop-down menu in the "Select Template" field allows you to view and select all published templates that have been created for the stage and market of your current project.

When you have selected the appropriate date and template, select "Add Template"

Step 4: Make any Necessary Lot- Specific Customizations

Once the schedule template is applied, any lot- specific customizations can be made according to the project requirements by updating the Subphases, Tasks, Durations, Predecessors, and Successors.

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.

Video Tutorial

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