Schedule templates and work package library in 3.0

What are schedule templates?

Schedule templates let you reuse a standardized set of work packages and task sequences whenever you start a new project, instead of building your schedule from scratch each time. This is especially useful if your company follows consistent processes across projects, such as a standard sequence for residential builds or renovation work, as templates significantly expedite the scheduling process for new projects, especially when the project includes standardized work packages defined at the company level. sitedrive

Templates can be organized into your own company categories — for example, residential, commercial, and renovation — so teams can quickly find the right starting point for their project type.

Note: Templates carry over the work packages and task structure only, not a location breakdown. Since every project has its own unique space model, you'll assign the template's work packages to your project's specific locations after applying it to a schedule.

Creating a schedule template

Account admins can create and manage templates from account settings.

1. Go to Account Settings and open the schedule templates section.
2. Click Create template.
3. Build the template from an existing schedule — this copies the task packages from that schedule's tasks into the new template.

You can lock specific task packages while creating or editing a template. A locked task package can't be removed from any schedule that later uses that template, which is useful for enforcing mandatory steps or company standards.

You can also maintain multiple versions of the same template. Account admins choose which version is applied when a new schedule is created, so you can refine a template over time without disrupting projects already using an earlier version. The templates list shows a "used by" count for each template, indicating how many project phases currently rely on it.

Applying a template to a new schedule

When creating a new project phase and schedule, you can choose to start from one of your company's templates instead of building the schedule from scratch. This brings in the template's work phases and work packages automatically, which you're then free to edit, reorder, or extend as needed for the specific project. 

You can use templates to bring over:

• Work packages and tasks: the full task structure
• Dependencies: the links between tasks
• Colours: your schedule's visual coding
• Work sections: how tasks are grouped

Work Package Library: templates at a smaller scale

Alongside full schedule templates, Sitedrive has a Work Package Library for reusing smaller building blocks, individual work packages or task sequences — pulled from your company's previous schedules.

To add something to the library:

1. Select the work package(s) or task sequence you want to save, in the Gantt view.
2. Right-click and choose Add to Library.

Once saved, hierarchies and sequences in the library can be reused by dragging them directly into any schedule view. Takt sequences can be saved to the library from the Takt view as well. 

Newly saved library work packages retain their teams. Adding them to another site reuses matching teams or creates missing ones when you have permission. Older library entries may need to be saved again to include team information.

Please note that the Work Package Library is intended for moving work packages between separate schedules. Within a single schedule, we recommend copying the work packages in takt or defining new areas in gantt instead. Copying work packages keeps them connected to the same master.

Templates vs. the Work Package Library — which to use?

• Use a schedule template when you want to set up an entire new schedule's structure at once, especially for a full project phase.
• Use the Work Package Library when you just need to drop in a specific, proven sequence of tasks into an existing schedule, rather than replacing the whole plan.