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How Do I Create a New Template?

By creating a template plan, you can replicate it and share it across other projects.

USE CASE: Playbook plans are typically created by Information Managers, as they oversee and coordinate deliverables while maintaining information flow across the project.

Creating a New Playbook Template

  1. Click Template in the Create Plan pop-up.

  2. In the Create Template window, fill in the required fields.

  3. Click Save (bottom-right).

  4. Your empty Playbook Template will appear.

Understanding and Configuring the Playbook Template

Column Header Tiles (Top Row)

  • The column header tiles represent the high-level project stages or phases, such as:

    • Pre-Design

    • Schematic Design

    • Design Development

  • Each column header tile also displays Weeks, which represents the estimated duration you’ve allocated for that stage or phase of the plan.

Row Header Tiles (Left Column)

  • The row header tiles represent the work breakdown structure within your project, such as:

    • Buildings

    • Built Assets

    • Disciplines

  • These row header tiles separate responsibility for delivering work at each Stage throughout the Plan. They help break the Plan down by ownership, making accountability clear across the matrix.

Adding Column Header and Row Header Names

You can add names to both column and row header tiles.

  1. From within your matrix, click the Editicon next to the column or row header tile.

  2. Enter the required column or row name.

  3. Press Enter on your keyboard or click anywhere outside the text box to apply the change.

Packages

  • Packages represent work items that sit at the intersection of:

    • A column header tile (a project phase).

    • A row header tile (a work breakdown structure i.e. a responsibility area).

  • Each Package sits inside a card (the square tiles in the centre of the matrix) and reflects both where the work belongs in the project timeline and who is responsible for completing it.

  • Packages can be assigned to any stakeholder, whether they are internal team members from your organisation or external consultants or subcontractors.

Subpackages

  • Once you have created your first Package, the option to add Subpackages becomes available.

  • Subpackages allow you to further break down work inside a Package. You can add up to two levels of Subpackages inside any Package.

  • Subpackages are used when:

    • Work inside the Package needs to be delegated further.

    • Different individuals are responsible for different parts of the same Package.

  • Subpackages can be assigned to any stakeholder whether they are internal team members from your organisation or external consultants or subcontractors.

Configuring the Core Components of Your Playbook

  • To create a fully functioning Playbook, four main components must be configured:

  • Each component plays a specific role in how your Plan is structured and delivered. The configuration steps that follow are organised in this exact order to ensure your Playbook is built logically.

  • Working through each part sequentially will help you establish a clear project timeline and structure your deliverables effectively.

NOTE: Each component builds on the previous one, so follow the sequence to ensure your Playbook plan is structured correctly.

How Do I Configure My Column Headers?

  1. In the first column header tile, click the three-dot menu.

  2. Select Edit Column Details.

    • For additional information on all options available in the three-dot menu, refer to Column Header Actions.

  3. Enter the following details:

    • Column Name (required)

    • Description (optional)

    • Weeks (required)

  4. Click Save (bottom-right).

Repeat this process for each column header tile.

How Do I Configure My Row Headers?

  1. In the first row header tile, click the three-dot menu.

  2. Select Edit Row Details.

    • For additional information on all options available in the three-dot menu, refer to Row Header Actions.

  3. Enter the following details:

    • Row Name (required)

    • Description (optional)

  4. Click Save (bottom-right).

Repeat this process for each row header tile.

How Do I Create a Package?

NOTE: You cannot proceed with packages until your column and row headers have been configured.

Once your columns and rows are defined, your cards become active, enabling you to add Packages.

  1. In the first available empty card beneath the header tiles, click +Add Package.

  2. Enter the following details:

    • Package Title (required)

    • Description (optional)

    • Package Owner (required)

    NOTE: The Package Owner is the person responsible for delivering the Package. They are accountable for ensuring the Package is completed and that all Tasks within it are fulfilled.

    USE CASE: Package Owner's are usually Project Managers, Commercial Managers or Design/Engineer Leads.

  3. Click Save (bottom-right).

How Do I Create a Subpackage?

  1. In the Package card, click +Add Subpackage.

  2. Enter the required details in the pop-up:

    • Subpackage Title (required)

    • Description (optional)

    • Subpackage Owner (required)

    NOTE: The Subpackage Owner is the person responsible for delivering the Subpackage. They ensure the work is completed and all associated Tasks are fulfilled.

  3. Click Save (bottom-right).

NOTE: A card can contain either Subpackages or Tasks— not both. If the work is delegated into Subpackages, the system assumes the entire delivery breakdown is handled through those Subpackages.

Completing the Creation of Your Playbook Template

  • Once you've finished creating all required Packages and Subpackages, you can finalise your Playbook template by clicking Publish (bottom-right).

TIP: If your matrix is not yet complete and you want to return it later, click Save as Draft (bottom-right).

Configuration References

Plan Creation Fields

Field

Description

Project

  • Select the Project where you want to create the template. Only Playbook-enabled projects can be selected.

  • Playbook operates on a Project-level basis, so activation must be requested from Support (support@asite.com) for each Project.

Template Name

  • The title of your Playbook Template.

Template Code

  • A user-defined, 6 alphanumeric code that uniquely identifies the Playbook Template.

  • This code must be unique across all Playbook templates within your organisation.

Playbook Admin

  • Has full administrative control over the Playbook. The Playbook Admin is able to:

    • Create and manage columns, rows, and titles.

    • Configure custom fields.

    • Add information to Packages.

    • Assign responsibilities.

    • Manage tasks.

Playbook Manager

  • The Playbook Manager is able to:

    • Assign or edit responsibilities.

    • Add information to Packages, (including custom fields).

Row(s) Required

  • Specify the number of rows to create in the Playbook template.

  • Rows represent workstreams or responsibility areas.

Column(s) Required

  • Specify the number of columns to create in the Playbook template.

  • Columns represent project Stages or Phases.

Column Header Actions

Option

Description

Edit Column Details

  • Edit the column title and update associated details including description and dates.

Drag & Drop Column

  • Reorder the column by dragging it to a different position within the matrix.

  • This is especially helpful after duplicating a column, as duplicated columns are always added after the last existing column.

  • You can then use drag-and-drop to move the duplicated column to its correct position within the matrix.

Duplicate Column

  • Create a duplicate of the selected column. This includes all Packages, Subpackages, and Tasks (including Guidance and Acceptance Criteria) across all rows.

  • The duplicated column is added after the last existing column.

Insert Column After

  • Insert a new, empty column immediately after the selected column.

Apply Attribute Sets

  • Assign Attribute Sets to all Packages within the selected column.

Delete Column

  • Permanently delete the selected column and all its contents.

NOTE: Deleting a column removes all associated Packages, Subpackages, and Tasks. This action cannot be undone.

Row Header Actions

Option

Description

Edit Row Details

  • Edit the row title and update associated details including description and dates.

Duplicate/ Copy Row

  • Create a duplicate of the selected row. This includes all Packages, Subpackages, and Tasks (including Guidance and Acceptance Criteria) across all columns.

  • The duplicated row is added after the last existing row.

Insert Row Above

  • Inserts a new, empty row above the selected row.

Insert Row Below

  • Inserts a new, empty row below the selected row.

Change Colour

  • Updates the colour of the selected row header tile to help visually differentiate workstreams within the matrix.

Apply Attribute Sets

  • Assign Attribute Sets to all Packages within the selected row.

Delete Row

  • Permanently delete the selected row and all its contents.

NOTE: Deleting a row removes all associated packages, subpackages, and tasks. This action cannot be undone.

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