How to Import a Schedule Template

Streamline your project setup by importing pre-defined schedules directly into BuilderPad. This guide walks you through navigating the settings and preparing your data for a seamless import.

Written By Stefan S.

Last updated 3 days ago

Step 1: Navigate to Schedule Templates

To begin the import process, you need to access your organization's template library:

  1. Access your Default Settings by tapping on your profile icon.

  2. Select Schedule Template from the list of options.

  3. In the top-right corner of the section, click the Import button.

Step 2: Prepare Your CSV File

  1. To ensure your schedule data is recognized by the system, it must follow a specific format.

  2. In the Import Schedule Template modal, click the (Example CSV) link.

  3. Open the downloaded file and enter your schedule details into the following columns:

Schedule Phase

The broad stage of the project (e.g., Pre-construction).

Schedule Item

The specific task or milestone (e.g., Architectural Plans).

Start Day

The day number on which the task should begin.

Work Days

The total duration of the task in days.

Step 3: Upload and Confirm

Once your CSV file is formatted and saved:

  1. Return to the Import Schedule Template window.

  2. Drag and drop your file into the designated area, or click the Upload button to browse your local files.

  3. Click Next to move to the Review and finalize stage, where you can verify the imported tasks.

Once satisfied, click Confirm to save the new template to your library.

Please Note: The maximum supported file size for imports is 50 MB. Please ensure your file is saved in a standard .csv format.