Template Management

Stage Management

Use the Stage Management page to update, add or delete existing stages, or set the sequence of how you want stages to appear in the schedule.

 

To manage an existing stage:

  1. If necessary, rename a stage by typing a new name in the Stage field.

  2. Use the Sequence to determine the order of the stages. For predecessor based templates, sequence has no bearing on the schedule; it is for display and label purposes in BuildPro.

  3. Click the Update Template.

  4. Click the template name link to return to the Template Actions page.

 

To add a new stage to the template:

  1. In the Add Stages section, type a new name in the Stage field and enter the Sequence number.

  2. Click the Update Template button.

  3. Click the template name link to return to the Template Actions page.

 

To delete a stage in a template:

  1. Locate the desired stage.

  2. Click the red "X" in the Delete column. The delete button will only appear if the stage has no tasks.

  3. Click the template name link to return to the Template Actions page.

 

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