Manage Templates

Schedule templates are created by users with Manage Template permission. Schedule templates give the schedule manager a blueprint for starting the project schedule. Typically, the schedule manager applies the template at the onset of planning out the schedule. Templates can include very little or a gamut of task information. Using templates is highly recommended to help you save time when building out the schedule and keep you in sync with your account administrator.

After the schedule has been finalized, users with Manage Templates permission can save it as an account-wide or personal template. Account templates are accessible to everyone in all projects. Your personal templates are tied to your username and are available in any project that you have access to.

Constraints are not saved to schedule templates.

  1. Open the Schedule page.
  2. In the Tasks section of the toolbar, click Templates icon Templates.
  3. Click Save as Template.
  4. Enter a name for the template in the Name field.
  5. Next to Template Type, choose whether to save the template as an account or personal template.

    6. Schedule Managers or users with Manage Template permissions are able to make this template available throughout the account and anyone with access is able to save it as a personal template. Account templates will be available in all projects for all users to access. Personal templates are tied to your username and will be available in any project that you have access to by going to Setup > My Settings > Schedule > My Schedule Templates.

    The Duration indicates the amount of time it will take to complete all tasks on the template schedule.

  6. Click Save.
  1. Open the Schedule page.
  2. On the Tasks tab, in the schedule toolbar, click Templates icon Templates.
  3. Click the drop-down arrow to choose the template you want to apply.
  4. On the Apply Template page, do the following:
    1. Choose a place in the current schedule to add the tasks in the template. Template tasks can be added to the end of the schedule, or in between other tasks by choosing one of the placement options.
    2. Choose what to do with duplicate calendars.
    3. If you chose to copy and rename the existing calendar, you can preview the duplicate calendar in the Manage Calendars dialog box.
  5. Click Apply.