Tasks > Create Schedule from a Template

Templates in WorkBook are a great way of maintaining consistency across similar or regular occurring projects and save time by providing you with a starting point to build on. For example, if you deliver regular types of work for clients, e.g. website builds, you can create a schedule from a template to use over and over again. Schedule templates are used to import a set of phases, tasks and durations, booked resources and hours.

CREATE SCHEDULE FROM TEMPLATE

• In the jobs list > select the job

• Click on the tasks icon

Open

• In either the settings or tasks tab > click the copy schedule data button

• Select insert a schedule from a template

Open

• In the insert schedule from a template pop-up complete the following:

1. Select the desired template

2. Select and enter a new start date

3. Check/uncheck the applicable resource booking options you want to carry into your new schedule.

• If there are tasks on the template that are not required for this schedule, then you can uncheck them

• Click OK

• Once the schedule has been imported, go to the phases tab > and delete the default phase WorkBook automatically created

• Go to the tasks tab > select the filter > and check the show schedule total price box

• As you add resources and allocate hours to tasks, you will be able to see the total sales value of the schedule

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