Template Management

Multi-Family Schedule Management (Advanced View)

The Multi-Family Schedule Management (Advanced View) page allows you to modify scheduling attributes for a Template that belongs to a Project. This page has the same functionality as the Schedule Management (Advanced View ) page with one exception: The ability to link tasks across templates.

Only templates within the same Project may be linked. To add templates to a Project, go to the Multi-Family Project Detail page.

 

To link one template to another:

  1. Select the Template from the filter at the top of the page that contains the child task to be linked and click the Show Tasks button.

  2. This page contains two columns for assigning predecessors. Use the Predecessors (This Template) column to assign predecessors from within the template (enter each predecessor separated by a comma). Use the Predecessors (Other Templates) column to select predecessors from other templates. Click the Select link in this column to pick predecessors from other templates.

  3. A popup window will appear with a list of Templates from the Project. Select the Template that contains the parent task you want to link to. A list of tasks will appear.

  4. Check the check box beside the parent task and click the Update Predecessors button.

The popup window to select predecessors will remain open after you click the Update Predecessors button in order to choose predecessors from another Template. You may select more than one predecessor from each template. Click the Close button when all predecessors are assigned.

 

  1. The Template Name and Task Name will appear in the Predecessors (Other Templates) column.

 

Use the Template Actions link to go directly to the Template Actions page or click the Multi-Family Projects link to go back to the Projects List page.