Working with Schedule Templates

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.

• On the Schedule Templates page, click Edit to the left of the template you wish to work with.

The Schedule Template Details is displayed.

On the Schedule Template Details page, the following operations can be performed using the Tasks toolbar:

• Add Task: This button is not visible to Task Resources. Only Schedule Managers and Task Managers are able to see this button. Click to add a single task.
• Outdent: Decreases the indentation level of the selected task in the tree. This button is only available to Schedule Managers or users with Manage Templates permission. For instructions, see Move Tasks within the Schedule.
• Indent: Increases the indentation level of the selected task in the tree. This button is only available to Schedule Managers or users with Manage Templates permission.

• Undo: Click to undo the last action. This button is only available to Schedule Managers or users with Manage Templates permission.

• Redo: Click to undo the last action. This button is only available to Schedule Managers or users with Manage Templates permission.
• Import: Click to import tasks using an .MPP file (Microsoft Project 2003, 2007, 2010, 2013). This button is only available to Schedule Managers or users with Manage Templates permission. For details or instructions, see Working with Schedule Imports.
• Expand: Shows all the tasks and subtasks.
• Collapse: Collapses the subtasks under their tasks.
• Previous / Next: Moves the time axis backward / forward in time in units specified by the current view.
• Zoom In/Out/Fit: Click to zoom in or out the timeline. Click Fit to change the timeframe of the scheduling chart to fit all the events in it.
• Working Time: Click to open the Manage Calendars dialog box. If your account has the Resource Management (RM) or Resource Management with Costs (RMC) option enabled, you have the ability to manage calendars.

1. On the Schedule Templates page, click the Edit link located to the left of the template you want to edit.

2. In the Schedule Template Details area, edit the following details as required:

• Name: The name for the schedule template.

• Description: The description of the schedule template.

• Status: The status of the schedule template.

• Link Resource Cost to the Budget:

  • 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.

You can add tasks to the template one task at a time.

To add tasks manually

1. On the tasks toolbar, click Add Task.

A new row is added to the bottom of the schedule template.

2. Add the task's details inline and complete all required fields from the following:
• Task Name: Enter the name of the task in this field.
• Choose where to add the task: Choose the order in which you want this task to occur:
  
  • Add as a last task in the schedule.
  • Add as a subtask of [choose predecessor task].
  • Insert above [choose task that will follow this one].
  • Insert below [choose task that will precede this one].
• Task Type: Select whether this is a task or event.
• Duration: Enter the amount of days, weeks, or months this task will take to complete.
• Master Task: Select the Master Task.
• Description: Enter a description to give the Schedule Manager more information about the task.
• Predecessors: Enter the task number of the predecessor task. The predecessor task is a task that must be completed before another task can begin. For information, see About Predecessor Tasks. The proper syntax for this field is the task number + start/ finish abbreviation.
• Resource Role: Select the name of the person that will be responsible for overseeing this task.
• Manager Role: Select the name of the schedule manager.
• Approval Required for Date Changes: Select this check box to require approval on changes made to the dates associated with this task.
• Approval Required for Work Complete Changes: Select this check box to require approval on changes made to work that has already been marked completed. The options that you can include and a description of each are listed below:
  
  • No: A manager's approval is not required when changes are made to the completion status of this task.
  • All Changes: A manager's approval is required when any change is made to the task's completion status.
  • 100% Only: A manager's approval is only required when the task is set to 100% complete.
• Set Task as a Milestone?: Select this check box to set this task as a milestone in your schedule. Identifying milestones increase the value of Schedule reports.
3. Click Save.

The standard schedule template import files are .mpp files, which can be exported from Microsoft Project. Typically, import files will include the task name, duration, predecessors, and the start and finish dates; but for your convenience, e-Builder specific fields, can also be included. If the import file includes any of these columns by different names, you'll be able to map those columns to the corresponding e-Builder fields during the import process.

Adding tasks to the schedule template is the second and final step to create schedule templates. If you have not already done so, please add a schedule template before attempting to complete this process.

To import tasks

1. On the tasks toolbar, click Import. The Import Schedule page is displayed with a 3-step import wizard.
2. In the Import File field, click Choose File to browse for and select the import file.
3. Click Next. The Field Mapping page is displayed showing the mapping between the columns in the import file and the e-Builder fields.
4. If necessary, map the columns in the import file to the corresponding built-in e-Builder fields.
   
5. Click Next. The Review page is displayed showing a preview of the import and any exceptions determined.
   

   A count of the rows that imported successfully display on the Preview tab. The Exceptions tab lists the rows that failed to import and the reasons why. Click this tab to view failed items. To go back and make corrections to the import file, click Previous and on the Mappings page, click Previous again, and then repeat the steps.

6. Click Import to complete the import.
7. Click Save.

Once the tasks have been created, you can move them within the schedule template to rearrange them or create sub-tasks.

To move tasks within the schedule template

1. Select the task you wish to move.
2. Do any of the following actions:
   • Drag it up or down within the schedule to reposition it.
   • To make it a subtask, move it directly below the parent task, and then click the Indent in the Tasks section of the toolbar.
   • To move a subtask out of a parent task or to make it a summary task, click the Outdent in the Tasks section of the toolbar.

Use the Manage Calendars dialog box to edit or create a new calendar. You can also set the working days and hours, as well as set the exceptions (e.g., holidays).

To add new calendars

1. On the tasks toolbar, click Working Time. The Manage Calendars popup window displays with the standard calendar.
2. Click Add. The Add New Calendar popup is displayed.
   
3. In the Name* field, enter a name for the new calendar.
4. Choose one of the following options:
• Make a copy of the (calendar): Select this option and select a calendar from the drop-down list to make a copy of an existing calendar.
• Add a new calendar: Select this option to add a new calendar.
5. Click Add. The new calendar is added.

To make it the default calendar, select the Default Calendar check box.

To edit the working time
1. Select the calendar to edit it. Click Edit Working Time. The Edit Working Time popup window displays.
2. From the Working Week field, select the working days for the calendar.
3. In the Working Hours field, click on the working hours to edit them or click Add to add new hours.
4. Click OK.
5. Click Apply to save your changes.
To add exceptions to your calendar, such as working or non-working days
1. Select the calendar to edit it. In the Exceptions section, click Add. A new row is added.
2. In the Name column, enter a descriptive name for the exception.
   

   Two exceptions cannot be added for the same day.

3. In the Type column, select whether it is a working or non-working type of exception.
4. In the Start Date field, enter or select the start date of the exception.
5. In the Finish Date field, enter or select the finish date of the exception.
6. Click Apply to save your changes.

1. Apply the template to a blank project.
2. Go to the blank project and create a new template based on the existing project.
3. Edit the newly created template.