# Reusing plans: templates and libraries

Learn how to reuse proven plans with schedule templates, the work package library and schedule duplication.

Language: en
Canonical: https://support.sitedrive.com/en/kb/reusing-plans

Most projects repeat work you have planned before. Sitedrive gives you three ways to reuse it:

Tool

What it reuses

Where you manage it

**Schedule templates**

A whole work package structure for a new schedule

Account administration

**Work package library**

Smaller sets of work packages (snippets) you drag into a schedule

The **Library** button in the schedule toolbar

**Duplicate a schedule**

An entire schedule, optionally with its tasks

The schedule selector

## Before you start

-   Schedule templates are managed by **Account admin** users.
-   The **Library** button is available to **Refine (ltd)** and above. Adding work packages to the library needs **Refine** or above.
-   A schedule needs a work section library linked to it. Snippets and templates use work sections. See [Libraries: work sections and templates](https://support.sitedrive.com/en/kb/libraries).

## Create a schedule template

1.  Open **Account settings**. [Libraries: work sections and templates](https://support.sitedrive.com/en/kb/libraries) shows how to get there.
2.  Select **Schedule templates**.
3.  Select **Create template...**.
4.  Choose the schedule to use as the template.
5.  Rename the template and edit its content. You can remove rows, change work sections and lock rows. Locked rows can't be removed and their work section can't be changed.
6.  Select **Make public version** to publish it.

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

Organise templates into tabs with **Edit categories**. The template row menu lets you edit and view versions, create a new version, hide a template, lock or unlock it, move it to another category, or remove it. The **Used in schedules** column shows how many schedules use each template.

## Start a schedule from a template

When you create a site or a schedule, choose a template in **Schedule template (optional)**. The new schedule gets the template's work package structure. See [Creating a schedule](https://support.sitedrive.com/en/kb/creating-a-schedule).

Templates don't include areas. After creating the schedule, place the work into locations with [Define areas](https://support.sitedrive.com/en/kb/define-areas).

## Save work packages to the library

1.  Select the work packages. In Gantt, select rows. In Takt, select work in one area only.
2.  Right-click and select **Add to library**.
3.  Choose whether to add the selected work packages with all their subpackages, or only the selected ones.
4.  Give the snippet a **Name**, check the preview and select **Save**.

Hierarchy, names and work sections are kept, and the work packages keep their timing relative to each other. Area placements are not included.

## Use a snippet from the library

1.  Select **Library** in the schedule toolbar. The **Work package library** panel opens.
2.  Find a snippet with **Find**, the filters (**Filter by work section**, **Filter by schedule category**), or the icons for hierarchies, work queues and starred snippets.
3.  Drag the snippet:
    -   onto the Gantt table, to add it to the hierarchy at that row, or
    -   onto a cell in Takt, to place it in that area and time.

![Takt view with the Work package library panel open, showing Find, Filter by work section and Filter by schedule category](https://support.sitedrive.com/media/help/guide/reusing-plans/01-library-panel.webp)

Snippets dropped into Gantt have no areas yet. Use [Define areas](https://support.sitedrive.com/en/kb/define-areas) afterwards.

## Manage company-wide snippets

Account admins can manage snippets for the whole company in account administration → **Schedule templates** → **Work package library**.

## Duplicate a schedule

To copy a whole schedule, open the schedule selector and select **Create or duplicate a new schedule**, then **Duplicate a schedule**. You can copy tasks with or without statuses, or copy only the space model and location breakdowns. See [Creating a schedule](https://support.sitedrive.com/en/kb/creating-a-schedule).

## Good to know

-   Rows from locked template rows can't be deleted in schedules made from the template.
-   Snippets and templates never carry area placements. Plan to run Define areas after using them.
-   You can rename or delete snippets from the snippet's actions menu in the library panel.

## Related

-   [Libraries: work sections and templates](https://support.sitedrive.com/en/kb/libraries)
-   [Creating a schedule](https://support.sitedrive.com/en/kb/creating-a-schedule)
-   [Work packages](https://support.sitedrive.com/en/kb/work-packages)
-   [Takt planning](https://support.sitedrive.com/en/kb/takt-planning)