Apply Planning Templates

When a planning template is applied, tasks are created based on the planning tasks and they are assigned to a workpack.

To apply a planning template, proceed as follows:

  1. On the ASSETS or PLANNING screen, go to the Planning Templates tab and select the planning template.

  2. Click Apply in the toolbar to launch the Apply Planning Template wizard.

    _images/planning_template_apply.png

  1. Set up the Occurrences to define how far into the future you want to create workpacks. Specify either of the following:

    • In the Specific Date field, enter the end date when the last workpack needs to be created. This will automatically calculate the number of occurrences to apply based on the frequency that you have set up for the planning template.

    • In the Number of Occurrences field, define how many future workpacks you want be created. This will automatically calculate the future dates for the workpacks based on the frequency that you have set up for the planning template. For example, if you enter 10, and the frequency is Yearly, 10 years of future workpacks will be created.

  2. Click Next.

  3. Specify the workpack for each occurrence. You can choose either of the following:

    • Create a new workpack for the tasks to be created in. In this case, leave the value <New> in the Workpack column.

    • Choose an existing workpack. In this case, double-click the field in the Workpack column, and choose the ellipsis ellipsis to select a workpack.

  4. Click Apply.

    Result

    The tasks and workpacks (if relevant) are created. You can now see them on the PLANNING and WORKPACKS screens. You can check the workpacks that a planning template has been applied to on the Applied To tab of the Edit Planning Template dialog when editing a planning template.

Note

You can also use multi-select to apply several planning templates at once. In this case, all the selected planning templates must have the same frequency, and you won’t be able to select workpacks to apply the planning templates to, new workpacks will be created for each.

See also