Creating Templates

You can create templates for specific tasks, such as a Quarterly template to encompass all of the tasks involved in a quarterly close. You could further define separate templates for a Headquarters Quarterly Close and a Regional Quarterly Close.

When you create a template, you can assign users or groups as viewers. A Power User viewer can view the template details and template tasks as read-only. A Close User viewer has no template access, and only read-only access to any schedules produced from the template.

  To create a template:

  1. From the menu, select Manage, then Templates.

  2. Click Actions, then select New, or click the New icon.