The Template Actions page displays links to the various functions you
can perform on the current template, allowing you to manage or alter a
schedule template.
Select the Template
that you want to manage from the Template:
drop-down menu. Only templates in Active status will appear in the drop-down
menu.
Click Stage
Management to add new construction stages and change the order
or names of existing stages.
Click Template
Detail to update general information about your template.
Click Schedule
Management to view a Gantt chart of your template's stages and
tasks, to view the total calculated schedule duration, and to update task
durations and dependencies.
Click Add
Task-Wizard to add a new task to your template by copying from
an existing task (uses a step-by-step approach).
Click Add
Task-Direct to add a new task to your template from scratch (uses
a single step, data entry approach).
Click Add
Task-Multiple to add multiple tasks to your schedule template by
stage
Click Task
List Summary to view a list of your tasks organized by stage. The
view defaults to the first stage in your schedule, but you can expand
the view to see all stages and tasks, or you can toggle between stages.
Click one of the Task Update functions listed below:
Click the
Supplier link to update the Supplier
listed for multiple tasks at a time.
Click the
Catalog Type link to update the
Catalog Type listed for multiple tasks at a time. Catalog Type determines
which catalog "take off" materials for templates come from.
There are 3 catalog types: Universal, Company, and Supplier. Company and
Supplier are most commonly used.
Click the
Task Type link to update the Task
Type for multiple tasks at a time. Task Type determines what actions can
be done for a particular task on the schedule. The most commonly used
Task Types are Purchase Order, Work Order, Contract, Reminder, and Inspection.
Click the
Task Name link
to update the names of multiple tasks at a time.
Click the
Task Industry link to update the
Industry Type for multiple tasks at a time. The Industry Type is used
for Purchase or Work Order Task Types. It filters the list of suppliers
available for that task.
Click the
Materials link to add a contract
line item to multiple tasks at a time. This action would typically be
used in a turnkey or contract (non-PO) environment.
Click the
Budget link to update the budget
for multiple tasks at a time. The task budget can be set to an amount
manually or can be set to equal the sum of all the line items associated
with that task.
Click the
Cost Code link to update the Cost
Code for multiple tasks at a time.
Click the
Task Category link to update a
Task Category.
Click the
Stage link to update stages within
your template.
Click
the Auto Start & Complete
link to set certain tasks to start and complete automatically
on a specified date.