Add or Edit a Schedule Template

You can add or edit schedule templates of various types for use on Projects associated with certain objects.

1. Navigate to the Schedule Templates page.

2. Click Add or click the menu icon in the row of a template you want to edit then click Edit.

3. Enter Template Info in the new window that displays:

   • Base Template: Select a template if you want to create a template based on an existing schedule template.

   • Name

   • Type: Select a template type.

   • Association: Select an object to associate the template with.

     Fields that display on this form vary depending on your selection. Options in the Type and Association drop-down menus are created and maintained in the Lookup Tables section of the Admin page.

   • Association Sub Type

   • Workday Schedule

   • Reportable: Select to use the template in Business Intelligence reports.

     If you make the template reportable, metadata is added to the data warehouse.

   • Multiple: Select to allow more than one Project of the same type per Site or other object based on the Association to be created from this template.

   • Auto Create: Select if the Project schedule should be automatically created when a new Site or other object based on the Association is created. Select only if the Project schedule should be automatically created for every new Site or other object based on the Association.

   • Auto Set Baseline Dates: Select to automatically set baseline dates for projects created with this template.

   • Require GPS Coordinates for Mobile Uploads

4. Click OK.

When you add a template, the Siterra system automatically assigns a number to it. The new template remains in draft status until tasks and subtasks are added to it.