Create a schedule template

Use the
Template Manager
 tool of the
Import Export Manager
 to create schedule templates. Schedule templates determine the scope of the schedule (local, project, or global), the library objects used, and the parameters that are visible.
To create a schedule template
  1. Click
    TOOLS > Import Export Manager
    .
  2. In
    Import Export Manager
    , click
    TOOLS > Import Export Template Editor
    .
    The
    Template Manager
     appears with the
    Template Editor
     tab displayed.
  3. In the
    Template
     area, make the following selections:
    1. Select the scope of the template:
      • Local
      • Project
      • Global
    2. (if project scoped) Click the down arrow and select the project name.
    3. Click the down arrow and select the schedule template.
  4. Click
    New
    . The
    Template Name
     dialog appears.
  5. In
    New Template Name
    , enter a name for the new schedule template and click
    OK
    .
    The new schedule template name appears in the
    Template
     area.
  6. In the
    Library Section Selection
     area, add the object and subobject parameters to the new schedule template.
    1. Select an object in the
      Library Section Selection
       area.
    2. In the
      Not Visible Parameters
       area, select the parameters to include.
      Click
      Select All
       to select all of the parameters for an object.
    3. Click
      Add >
      .
    4. Repeat as needed.
    5. In the
      Visible Parameters
       area, order the parameters as they should appear in the template file.
  7. Click
    Save
     to save the changes.
  8. Click
    Reload
     to cancel all edits made since the last time the
    Save
     command was executed.
  9. Click
    Finish
     to close the
    Template Manager
    .
Provide Feedback
Have questions or feedback about this documentation? Please submit your feedback here.
Normal