Schedule Templates

Schedule templates are a great time-saving tool. They provide a prototype for project schedules. If you have projects that are similar in nature such as elementary schools, high schools, and parking garages, each of these project types can have a template that will ensure, at the minimum, the core tasks are addressed. Templates also give the schedule manager a framework for building and completing the project schedule. With very little verbal communication, you and the schedule managers can be in sync with task schedule management.

Only users with Manage Templates permissions are able to save the template as an account setting.

Account templates are available in all projects, whether or not the schedule manager has access to those projects.

Personal templates can be created by you, or for you by an administrator or user with Manage Template permissions. These templates can be created from My Settings or directly from the Project Schedule. A schedule that includes the fundamental milestones and master tasks might be saved as an account template. Personal templates are tied to your username and will be available in any project that you have access to.

Constraints are not saved to templates. Non-managers may choose to add templates to track only the tasks that pertain to them. For example, someone in the Finance department might only be concerned with master tasks and would therefore make the duration of all subtasks "0" and apply this template to all of their new projects.

  1. Click Setup.

  2. From the Administration Tools menu, expand Schedule.

  3. Click Schedule Templates.

    The Schedule Templates page is displayed.

  1. Click Setup.

  2. From the My Settings menu, expand Schedule.

  3. Click My Schedule Templates.

    The My Schedule Templates page is displayed.

Administrators or users with manage schedule permission can add schedule templates

Ensure that you complete the required fields that are marked with an *.

To add a new schedule template

  1. On the tasks toolbar, click Add.
  2. Enter schedule template details:

    • Name*: Enter a name for the schedule template. This field is required.

    • Description: Enter a brief description of the schedule template.

    • Status: To make this template available for use, select the Active option (this is the default selection). To leave it as a draft template, select the Draft option.

    • Link Resource Cost to the Budget: This option is only available if you have the Resource Management with Cost module enabled.

      • None: Default setting - This setting is disabled.

      • Tasks to Budget Line Item: Allows Schedule Manager to select a single Budget Line Item for Resource Costs on a Task. Choose this option for projects where all the resources who are assigned to a single task charge their time to the same budget line item or account code.

      • Resources to Budget Line Item: Allows the schedule manager to select a single budget line item per resource assigned to any task. Can result in multiple budget line items for resource costs on a task if resources are linked to different budget line items. Choose this option for projects where different resources working on the same task can charge time to different budget line items or account codes.

    • Duration: The duration of the schedule. This field is not editable.
    • Created By: The name of the user who created the schedule template. This field is not editable.
    • Date Created: The date when the schedule template was created. This field is not editable.

  3. Click Save.

Once a schedule template is deleted, it cannot be recovered. Deleted templates are immediately removed from the account and will no longer be available for use.

If you do not want this template to be available for use, but you also don't want to remove it from the account, change its status to "draft."

To delete a schedule

  1. On the Schedule Templates page, click the Delete link located to the left of the template you want to delete. A confirm deletion message is displayed.
  2. Click Yes, Delete the Schedule Template to delete the template.