Is there a template for loading timelines with resource plans?

Published on October 27, 2026 QuoteX

Loading Timelines with Resource Plans in QuoteX

Question: Is there a template for loading timelines with resource plans?

Short Answer

There is no fully tested template for timelines. Timelines are built with complex relationships to QuoteX objects. For re-usability, build Timeline Libraries and re-use them when creating a timeline in a PSC Quote.

Once a timeline is built, it can be downloaded as Excel to collaborate separately or present to the customer (if not presenting directly from Salesforce).

Sample Legacy Resource Loading Plan

A sample copy for legacy resource loading is available as a starting point to speed up creating a real legacy resource loading plan in a PSC Quote and timeline.

Download the sample timeline resource loading plan here.

Before You Load Data

Important: The custom setting for disabling triggers/rules plays an important role when loading initial data. Turn it on, load the data, and turn it off after all loading completes.

Custom Setting to disable before load

Custom setting used to disable triggers/rules before loading data.

Key Takeaways

1. Use Timeline Libraries for re-usable timelines.
2. Start from the sample legacy loading plan.
3. Disable triggers/rules via the custom setting, load, then re-enable.
4. Export the finished timeline to Excel to share.

Knowledge Article Number: KA-00484