How to Create and Use a Project Schedule Template

Steps:

Create a template from an existing schedule

• Go to a job that already has a project schedule created, and open the project schedule.

• At the bottom of the screen, click Export as Template.

• Rename the template if needed, choose which work days you want, and add a description.

• Press Create.

Use a template on a new project schedule

• Go to Project Schedule on a job and click New Project Schedule.

• In the dropdown, choose New Project Schedule From Template.

• Click the template dropdown and choose your template.

• Make any edits, then press Create.

Edit a template you've created

Templates can only be changed from the admin side once created.

• Go to Admin, and under Jobs, select Project Schedule Templates.

• Click on the template you want to edit.
• Make your changes to the tasks, dates, or dependencies as needed.

FAQ

Can I edit a template's tasks after I create it? Yes, but only from Admin. Go to Admin > Jobs > Project Schedule Templates, click on the template, and edit it there. Templates can't be edited from within a job's project schedule.

Does applying a template affect the original schedule it was created from? No, once exported as a template, it's a separate, reusable set of tasks, changes to a job's project schedule after the fact don't affect the template, and applying the template to a new job doesn't affect the original.

Can I still make changes after applying a template to a new project schedule? Yes, before pressing Create, you can edit any of the tasks brought in from the template.