Templates

Overview

Use templates to narrow or filter work by branch plant.


Filter Management 3.png
Select Templates

Key Information

  • Branch-specific templates: Templates are tied to branch configuration and user permissions.

    • In Security Management, the Resource Template Management box must be selected.

    • Each branch can have its own templates.

    • Templates can be used in Resource Planning and on the Scheduling planner.

Creating and using a template
Templates two.png
Using Templates on the Scheduling planner