Navigation: X4D Construction > Preservation >

Templates

Send comments on this topic.

 

 

 

6.1 Adding New Template

 

1.On the Template field                                                                                

2. Scroll down to Select:

Discipline

Commodity

3.Enter the following fields:

Template Name

Template Description

4.Click Add Button

5.New Template row will display in a Template List          

 

6.12 To change a Template record

1. Select  displayed Template list row

2. Onto the Template field

3. Click and make changes to the fields

4. Click Save button

 

6.13 To delete a Template record

1.Select displayed Template list record

2.Click delete button onto the template window

                    

                                                             

 

6.2 Adding Activity

 

 

1.Highlight the Template row in Template List

2.On the Activity Window

3.Click and Enter the following field:

Activity Code

Description

4.Click and Enter time

5.Scroll down to Select:

Hours

Days

Week

Month

Year

Not Ocurring

6.Enter Estimated Completion Time ( optional)

7.Click Add Button

8.Activity will display under Template record

 

 

6.21 To change a Activity record

1.Select displayed Template Activity

2.Goto the Activity window

3.Click and make changes to the fields

4.Click Save button

 

6.22 To deactivate a Template record

1.Select displayed Activity record

2.Click deactivate button onto the activity window

 

 

6.3 Create copy of selected template

 

1.Select Template from Template record

2.Onto Create copy of selected template field

2.Click and Enter

New Template name

New Description

3 Click Create Copy

 

 

Note - Warning window will display if user will make any changes.


Copyright © 2020 CAD Global Inc.