Working with Schedule Templates
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      3. Working with Schedule Templates

      Favorite a Schedule Template

      Streamline schedule creation with favorite Schedule Templates.

      OBJECTIVE

      To save a favorite Schedule Template in ConstructionOnline.

      BACKGROUND

      Powered by the world's fastest online scheduling, ConstructionOnline helps construction companies streamline project management through the execution of scalable, repeatable processes. A Schedule Template can save valuable time during schedule creation by acting as a standardized roadmap for future schedules. Frequently used Schedule Templates can be marked as favorites by Company Employees—making it even easier to instantly generate a new schedule. 

      THINGS TO CONSIDER

      • Favorite Schedule Templates will appear at the top of the Company Schedule Template list. 
      • A Schedule Template must exist before it can be saved as a favorite.
      • To access Schedule Templates, Company Employees must have Scheduling permissions set as "Can View" or "Can Create, Edit, & Delete".
      • Each Company Employee can set their own favorite Schedule Templates.
        • Favorite Schedule Templates are unique to each Company Employee. Company Employees cannot view the favorite templates of other Company Employees.
      • When creating a new Schedule from a Template, a Company Employee's favorite Schedule Templates will appear at the top of the list of Schedule Template options.
        • Company Employees must have Scheduling permissions set as "Can Create, Edit, & Delete" to create a new Schedule from a Template. 

      STEPS TO FAVORITE A SCHEDULE TEMPLATE

      1. Navigate to the Company Overview page using the Left Sidebar.
      2. Choose the Company Projects tab and then select the Templates category.
      3. Select the Schedule Templates tab.
      4. Under All Schedule Templates, locate the desired template.
      5. Click the star icon next to the corresponding template.

         Favorite a Schedule Template
        1. To remove a template from Favorites, click the star icon again.

      The star icon is not the only interaction that can favorite Schedule Templates! After Step 4, try clicking on the words Manage Favorites or the grey three dot menu instead. 

      ALTERNATIVE ACCESS POINT

      • The Company Projects page can also be found within the Company Dropdown Menu.
          1. Locate the Company Dropdown Menu found in the top right corner of ConstructionOnline.
          2. Under Company Settings, select Company Projects.
          3. Select the Templates category and then select the Schedule Templates tab.
          4. Follow Steps 4 and 5 as listed above. 

      HAVE MORE QUESTIONS?

      • Frequently asked questions (FAQ) regarding OnPlan Scheduling can be found in the FAQ: Scheduling article. 
      • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.