Edit a template

Go to the Schedule work type view.

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

Locate the desired template. Click on the edit icon next to the desired template. The Edit Template form will open.

Update the template information as desired.

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

Edit the template work plan as desired.

Click Save to save any changes to the work plan.