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Create a Template from a Schedule

OBJECTIVE

To create a Template from a Schedule to use in future Projects.

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 TEMPLATE FROM A SCHEDULE

A. Via the 3-Dot Action Menu:

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Calendars & Schedules tab
  3. Choose the Scheduling category
  4. Click the gray 3-Dot Action Menu at the top right of the Schedule Gantt Progress pane
  5. Select Save As Template
    1. This will open the Create Template from this Schedule window
  6. Name the Schedule Template and choose what to include in the Template
  7. Click Save

B. Via the Floating Toolbar:

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Calendars & Schedules tab
  3. Choose the Scheduling category
  4. Click the Toolbar icon at the top right of the Schedule Gantt Progress pane
  5. In the New tab, select Create Template
    1. This will open the Create Template from this Schedule window
  6. Name the Schedule Template and choose what to include in the Template
  7. Click Save

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.