# Libraries: work sections and templates

Manage your company's work section libraries and schedule templates so every schedule uses the same structure and codes.

Language: en
Canonical: https://support.sitedrive.com/en/kb/libraries

Libraries let your company plan every project the same way. A **work section library** is the list of work sections (trades or cost codes) that work packages are sorted into. **Schedule templates** are ready-made schedule structures that planners start new schedules from. Account admins manage both in the account admin area; planners use them in the schedule, as described in [Reusing plans: templates and libraries](https://support.sitedrive.com/en/kb/reusing-plans).

## Before you start

-   You need the **Account admin** role to manage libraries and templates. See [Roles and what each one can do](https://support.sitedrive.com/en/kb/roles).
-   Open the account admin area: select the gear icon (**System settings**) in the top-right corner, then **Account settings**.

## Work section libraries

Every schedule needs a work section library. Work sections are used when you colour, filter and report work, and their codes may be used in reports and integrations.

In the left menu, select **Work section**. The **Work section libraries** list has **Active** and **Archived** tabs and these columns: **Name**, **Description**, **Created** and **Status**. For example, the ready-made "Sitedrive Standard Phases" library is shown as **Locked**.

![The Work section libraries list with the Sitedrive Standard Phases library](https://support.sitedrive.com/media/help/guide/libraries/01-work-sections.webp)

### Create a work section library

1.  Select **Create new**.
2.  Choose how to start:
    -   **Create using a ready-made template**, for example Talo2000 or another commonly used classification.
    -   **Duplicate existing library**, to start from one of your own libraries.
    -   **Create an empty library**, to build it from scratch.
3.  Type a **Name**. Each library name must be unique.
4.  Optional: type a **Description**.
5.  Create the library.
6.  Add or edit work sections. Each work section has a **Name** and a **Code**.

### Link a library to a schedule

Each schedule uses one work section library. Choose it in the schedule's **Schedule settings** → **Basic settings** → **Work section model**. See [Schedule settings](https://support.sitedrive.com/en/kb/schedule-settings).

### Archive a library

1.  Open the row menu of the library.
2.  Select **Archive**.

To bring it back, open the **Archived** tab and select **Restore to active** in the row menu.

## Schedule templates

In the left menu, select **Schedule templates**. As the page says: schedule templates are a great way to ease the making of schedules and to standardise the scheduling structures. The templates you create here are available across the company.

![The Schedule Templates page with category tabs, Search templates and Create template](https://support.sitedrive.com/media/help/guide/libraries/02-schedule-templates.webp)

The list has these columns: **Name**, **Public**, **Created at**, **Created by** and **Used in schedules**. Use **Search templates** to find a template.

### Create a template

1.  Select **Create template...**.
2.  Choose the schedule you want to use as the template. You can also use this to create a new version of an existing template.
3.  Rename the template and edit its content. You can remove rows, change a row's work section and lock rows.
4.  Publish the template with **Make public version** in the template dialog. You can also publish a version later from the row menu with **Public version**.

Locking a row means that users can't remove the row or change its work section in schedules that use the template.

### Organise templates

-   Select **Edit categories** to add categories. Each category becomes a tab on the page.
-   The row menu of a template has **Edit and view versions**, **Create new version**, **Public version**, **Hide template** / **Show template**, **Lock or unlock**, **Move to category** and **Remove**.

### Company-wide work package library

The page also has the tabs **Work package library** and **System templates**. The work package library contains reusable snippets that can be added to any schedule. Here you manage the company-wide snippets; use **Search snippets** to find one. Planners add snippets from a schedule, see [Reusing plans: templates and libraries](https://support.sitedrive.com/en/kb/reusing-plans).

## Good to know

-   After starting a schedule from a template, check where the work happens and place it into areas with [Define areas](https://support.sitedrive.com/en/kb/define-areas).
-   Changing work section codes in a library that is already in use can affect reports and integrations that rely on those codes.
-   If a schedule has no work section library linked, some views can't be created until you link one.

## Related

-   [Reusing plans: templates and libraries](https://support.sitedrive.com/en/kb/reusing-plans)
-   [Creating a schedule](https://support.sitedrive.com/en/kb/creating-a-schedule)
-   [Schedule settings](https://support.sitedrive.com/en/kb/schedule-settings)
-   [Work packages](https://support.sitedrive.com/en/kb/work-packages)