Save an activity as a template

Save an activity as a template when other similar activities need the same tasks and constraints. This saves time in Lookahead planning (the Lookahead is the 6-week or 8-week plan where activities are broken down into smaller tasks).

Splitting activities into tasks (smaller construction sequences) can be tedious on a complex plan with many activities. A template saves an activity's planned structure, its tasks and constraints, as a reusable copy for similar activities. For example, the tasks and constraints for "Basement slab" in Zone 1 are more or less the same for the same activities in Zone 2 and Zone 3. Plan Zone 1, save it as a template, then apply it to Zone 2 and Zone 3.

Save a template

1. Click the activity bar to open its options menu.

2. Click Save as template. This option appears in the activity widget only once the activity has tasks.

   

3. In the Save as template pop-up, enter the Template Name.

4. Enter the Description.

5. Select the Trade.

6. To make the template public, tick Make it Public. Leave it unticked to keep it private to your project.

7. Click Save.

Template Name, Description and Trade are all required.

A public template is available to other projects in the same company as the template's creator. A private template is available only in this project.

Once saved, you can open the template from a different activity and apply the template to it.