Configuring/Using a Template

NetPoint does not offer any pre-defined templates; however, any schedule can be configrued and then saved for future use.

Steps

Configuring a Template

  1. Choose landscape or portrait, page size, and print tiling, if any. For more info, see Page Size/Print Setup.
  2. Configure settings like the background color of the canvas, what calendar strips and sightlines to display, and grid spacing. For more info, see Schedule Properties.
  3. Define any holidays or non-working days unique to your projects or company. For more info, see Calendars.
  4. Add cost, labor, material, or equipment requirements which are used across multiple projects. For more info, see Resources.
  5. Customize how all new activities will look when they’re drawn on the canvas, including what data will be displayed (e.g. dates, float attributes, ID’s, etc.) and how they’re formatted (e.g. colors). For more info, see Activity Defaults.
  6. When ready, click File > Save Project As from the menu bar.
  7. On the left, browse for the location in which you want the new project to be saved, and select it in the list.
  8. After selecting the folder, a list of existing NetPoint projects will show up on the right. Enter a description next to Save Project As. This will be the name of the new template.
  9. After entering a description, click Save.

Creating from Template

  1. Click File > Open Project from the menu bar.
  2. Browse for the location of the template on the left, select the template in the list on the right, and click the Open button.
  3. Click File > Save Project As from the menu bar so as to not modify the template.
  4. On the left, browse for the location in which you want the new project to be saved, and select it in the list.
  5. After selecting the folder, a list of existing NetPoint projects will show up on the right. Enter a description next to Save Project As. This will be the name of the new project.
  6. After entering a description, click Save.