How to create schedule template

Creating and Managing Schedule Templates in IntoAEC

Schedule templates help streamline project planning by providing predefined task structures. Follow the steps below to create and manage schedule templates efficiently.

Navigating to the Schedule Template Section

• Go to Template Center from the main menu.

• Click on Schedule to access the schedule template section.

Creating a New Schedule Template

1. Click on the Create Template button.

2. A New Schedule Template popup will appear.

3. Enter the Schedule Name in the required field.

4. Click on the Create button to finalize the template creation.

Managing Schedule Templates

To manage your schedule templates, click on the three-dot (⋮) edit button next to the template name. From there, you can:

• View: Opens the template where you can create the schedule for the selected template.

• Rename: Update the template name as needed.

• Delete: Remove any unnecessary template after confirmation.

• Search: Use the search field to quickly find a specific template by name.

This structured approach ensures efficient handling of schedule templates, improving workflow management within the IntoAEC application. Let me know if you need any modifications!