Skip to main content

Use OnePlan

Edit a template

This article explains how to edit work plan templates.

To edit a template:

  1. Go to the Schedule work type view.

  2. Select the Grid Options menu Grid_Options_Hamburger.png > Insert Template. The Insert Template form will open.

  3. Locate the desired template. Click on the edit icon Screenshot_2021-12-10_121036.pngnext to the desired template. The Edit Template form will open.

    Edit_Template_1.png

  4. Update the template information as desired.

    Edit_Template_2.png

  5. To update the template work plan, click Edit Plan. The template work plan will open.

    Edit_Template_3.png

  6. Edit the template work plan as desired.

  7. Click Save SaveButtonIcon.png to save any changes to the work plan.

In this section: