Manage Templates lets you define both Sketch and Schedule Templates that can be used during the creation of a New Sketch or a New Schedule for the Project. 


To Access Manage Templates, in the Project Menu go to:

 FIELD™ Settings > Manage Templates


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


PLANNER™ Settings:

Work Teams

Daily Settings

Trades

Work Categories

Skills & Certs

Rules

Shifts

Calendar

Default Board


FIELD™ Settings:

Revisions

Tags

Manage Templates

Manage Palettes

Drive Security


PRO™ Settings:

App Studio

Report Manager

Connectors


Admin Settings:

AnyConnect Device Manager

Permission Groups




Last Updated: Mar-02-21