Template Management

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.

Use the link on the left navigation pane to add a new template, view templates for specific organizations, or view the template actions page. 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.