To add a new Schedule Template, in the Project Dropdown Menu go to Field Settings > Manage Templates 

Click on the Manage Templates option as shown below.



Select the 'New Schedule Template' option from the FAB Button in the Manage Templates window. 


 

Provide a Template Name and Description, clicking on 'Save and Open', will launch the Schedule Template Editor to design your Template.



Once the Template has been created, you need to Activate your template via the Activate/Deactivate button in the toolbar.

When you are creating a New Schedule, either a Blank Template or the Templates that were designed via the Manage Templates can be selected as shown in the image below. 




Manage Templates How to?

How To Create a Schedule Template

How to Create a Sketch Template



Project Settings:

Project Info

Project Team

Companies

Project Locations

List Manager

Blockchain

SmartApp BLE RTLS

Unattended Mode


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security

File/Drawing Stamp Settings


SAFETY™ Settings:

SAFETY ™ Home

Safety Tracking

Visitor Tracking

Team Safety Credentials

Safety Task Analysis Categories

Safety Permit Categories

Safety Incident Categories

Safety Incident Directory

Safety Rules Manager

Safety Bulletin

SOS & Bulletin Notification

Visitor Log

Request Safety Permit

Safety Onboarding Flyer

 

PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups

Role Simulator

Admin Console






Last Updated: Sep-05-22