Access this demo here.
With enterprise scheduling, you have additional options around loading templates.
Load a Schedule Template on top of an existing Milestones and/or Schedule Templates
With RAVE's Enterprise scheduling, you have the ability to load a schedule template, on top of existing milestones or schedule templates.
TIP: This gives you the ability to build your schedule in 'blocks', as in, separating out the sales process, the handover to construction, pre-construction, construction, maintenance, and any other 'blocks' of tasks/milestones you want to create.
How to Load a Schedule Template on top of existing Milestones and/or Schedule Templates
The process of loading a template over existing milestones and/or schedule templates is the same as loading a template normally. That is:
- Going to the task list view of the schedule
- Clicking on the ‘Load Template’ selection (from the meatballs action dropdown button next to the project name) or via the 'Load Template' button to the bottom left of the schedule
This will open the Load Schedule Template pop-up - Select the desired Template from the selection dropdown
- Click on the Schedule Start Date, select your start date, and click ‘OK’ to confirm
- Finally clicking the ‘Load Template’ button to confirm the addition of your new schedule
NOTE: When loading a schedule template on top of an existing milestone/schedule, it is best to check that the new schedule starts after the last task starts, or finishes before the first task starts, of the existing schedule - to prevent any milestones from crossing over - which can cause issues when moving tasks.
We can now see that we've got a new stage added to the start of this project.
NOTE: Saving an Enterprise schedule template with links already in place, maintains those links when loading that template into a job.
