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Using the Schedule Template Manager

Learn how to create and manage reusable schedule templates.

The Schedule Template Manager stores reusable templates that can be applied to a project's Schedule module, so a standard sequence of phases and tasks doesn't need to be rebuilt for every project.

To view existing templates:

  1. Select Profile from the top toolbar

  2. Select Schedule Templates from the left panel. The Schedule Template Manager appears.

  3. The template list shows the following for each template:

    • Template Name.

    • Date Created.

    • Build Days. The total number of days the template spans.

To create a new template:

  1. Select Create New Template.

  2. Enter a Template Name.

  3. (Optional) Choose Select File to upload a spreadsheet containing the template's schedule.

  4. Select Save Template.

Note: Custom spreadsheets may not align correctly with the scheduling system. Use the link on the Create New Schedule Template form to get a template formatted for myBLDR.

To manage an existing template, use the icons in its row:

  • Edit. Opens the template for editing.

  • Download. Downloads the template.

  • Delete (X). Removes the template.

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