Create a work plan template - j5 - 28.0 - Help - Hexagon

j5 Shift Operations Management Help

English (United States)
Search by Category
j5 Version

When creating similar work for different areas, or creating work that happens frequently but not according to a schedule, you might want to create a reuseable work plan template. The template can then serve as a model for the creation of new plans, providing convenience, consistency, and efficiency in planning work.

Video: Create a work plan template

To create a work plan template:

  1. Click Add

  2. In the Plan/Template list, select Template.

  3. In the Template Name box, give the template a short identifying name.

  4. Select and enter information that will be helpful as a good starting point for future plans.

  5. Click Save

To use a template:

  1. Click Use Template in the list view or detail view. The new work plan’s Detail tab opens with Plan in the Plan/Template box.

  2. Make the necessary adjustments.

  3. Click Save