Accountants Enterprise only
Templates can only be added to blank schedules.
To create a schedule from a template
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Find and open the assignment. See Finding and opening assignments. The Assignment Details page opens.
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Click the Schedule tab.
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Add the schedule details. See Adding schedules to assignments—other* modes. You are returned to the Assignment Details page > Schedule tab.
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Select the newly created blank Schedule from the drop-down.
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Click Add from template on the Tasks bar. The Add from Schedule Templates window opens.
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Select the Template from the drop-down. The templates would already have been created. See Setting up schedule templates.
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Select which stages from the template to include as part of the schedule.
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Click the relevant checkboxes adjacent to the listed stages.
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Click Add. The schedule table is filled with the template information.
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Edit the information as required.
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Click OK to save the information and close the Assignment Details page.