Work Hours Template

You can create a work hours template to apply consistent work hours across multiple resources. The template is created from an existing resource record with defined work hours.

Applying the work hours template will overwrite the selected resource(s) existing calendars, including time off.

Create a Work Hours Template

1. In Settings, select Resources.

2. Open the resource record with defined work hours.

3. Select Related > Work Templates.

4. Select New Work Template and complete the following fields:

   • Name (required): Enter the name of the work hours template.

   • Description: Enter a description of the template.

   • Template Resource: The current resource auto-populates; however, you can select a different resource.

5. Select Save & Close to return to the resource record.

6. Select Save & Close to return to the resource dashboard.

Apply the Work Hours Template

The work hours template is applied to resource records from the Resource Dashboard.

1. In Settings, select Resources.

2. Select one or more resources on the Resource Dashboard.

3. Select Set calendar from the toolbar ribbon.
   Note: This option displays when a resource is selected and is only on the Resource Dashboard.

4. Enter the name of the Work Hours Template.
   Note: Applying the work hours template will overwrite the selected resource(s) existing calendars, including time off.

5. Select Apply.

Delete a Work Hours Template

Deleting a work hours template does not delete the work hours from any resource the template was applied to.

1. In Settings, select Resources.

2. Open the resource record the template was created with.

3. Select Related > Work Templates.

4. Select the template.

5. Select Delete Work Template.