The Template Overview report allows users to print out a copy of a template, displaying all of the task information and logic in that template. This allows for better visualization of the template and allows for easier edits during template building. This is a tool that can be used both in template creation and in template reviews. This report lists all template fields and allows the user to see where each task falls in the construction schedule.

To generate the report:

1. Choose an Org from the drop-down filter. The list of templates in the selected org appear in the Template filter.

2. Choose a Template from the drop-down filter.

3. Click the Generate Report button.

Where does that come from?

Below is a list of information in the Template Overview report and where the information comes from.

Report Filters

Org – Lists the organizations to which the user has access. Defaults to the org to which the user is assigned.

Template – Lists the template in the selected org.

Report Columns

Task – Displays the name of the task.

Type – Displays the task type.

Stage – Displays the construction stage.

ID – Displays the BuildPro task ID number.

Predecessor – Displays the ID number of the task’s predecessor(s).

Day – Displays the day of construction on which the task falls. This is not a date, but the number of days into the schedule that the task is: 1, 2, 3, etc.

Seq – Displays the sequence number.

Lead – Displays the number of lead days.

Duration – Displays the duration.

Offset – Displays the offset days.

Req – Displays ‘Y’ if the task is required or ‘N’ if the task is not marked as required. (Only displays information in this column if the company is integrated.)

Cost Code # - Displays the cost code number related to the task.

Cost Code – Displays the cost code name.

Milestone – Displays the milestone number associated to the task.