Template Management

 

Template List

A template is created to reflect construction schedules for a particular plan or model for a community or division, or for different building processes. The Template Management page lets you add, change and view construction schedule templates. You can have as many templates as you want.

 

When adding a job manually in BuildPro you will be prompted to select a template. All tasks (along with their scheduling attributes) will be copied to the job.

 

When adding a job via integration, all Memo and Reminder tasks will be copied from the template. Only tasks in the PO Detail file will be inserted into the job schedule. These tasks will find a matching task in the template (based on cost code) and will be inserted into the job schedule.

 

Use the Add a New Template link on the left navigation pane to add a new template. This page shows all active templates for your organization and down. The templates are sorted by organization. For setup of Multi-family Templates click here.

To search for a template:

    1. Click the Organization drop down box and select a specific organization where the template is located

    2. Click the Template Status drop down and select the appropriate status

    3. Or, use the Template Name field and type the template name you want to find

    4. Click the Search button.

    5. Then click the Template Name link to access the Template Actions page.

 

Use the Advanced View link to go directly to the Advanced View page.

Status

If the template status is Under Construction, the template may have errors that should be corrected before any jobs are loaded to that template. Edit checks are performed only on the pages where one of the edit check conditions apply. For example, an edit check for duplicate cost codes will not be performed on the Update Task Name page where only the task name can be updated.

The template edit check looks for these four errors on multiple pages:

  • Multiple root tasks

  • PO tasks without a self-supplied supplier

  • Duplicate cost codes

  • Loop in the schedule

  • Missing task description (required field)

To check/view template errors:

    1. On the Template List, Click the Check/View Errors link next to the template that is Under Construction. The template edit check runs. If there are no errors, the template is set to Active status. If errors exist, the Template Edit Check page opens, detailing each error and what you need to do to correct it.

    2. Each error description includes a link to the page that has the error. Right-click the page link and choose Open in New Window. That page opens in a separate window.

    3. Make the correction and click the Update Template button.

    4. Close that page's window and return to the Template Edit Check list of errors.

    5. Repeat steps 2-4 for each template error.

    6. Once you finish correcting all the errors, return to the Template List.

    7. Click on Check/View Errors link to run the template edit check. If you corrected all of the errors, the template status will be set to Active.