You can create schedules from templates. Creating a schedule from a template populates the schedule with the tasks in the template. If the source template has embedded templates, the tasks in the embedded templates are included. Template instructions, viewers, and attributes are also added to the schedule.
You create schedules from templates from the Manage Templates dialog box. The Last Schedule column shows the last schedule created from each template. The Schedules column shows the total number of schedules created from each template.
To create a schedule from a template, you must have the Close Administrator or Power User role.
The schedule always starts in a Pending status, which gives you the opportunity to make any final changes in the definition.
When template tasks are added from a template to a schedule, they are assigned calendar dates based on their relationship to the template Day Zero. The dates can also account for non-working days of the schedule if you specified them. For example, if Day 0 is a Friday, the tasks for Day 1 are placed on the following Monday if you selected to exclude weekend days. The Date Map displays the default calendar date assigned to each template day. You can use the Date Map feature to adjust the date assignments.
A task in one template can have predecessor tasks in other templates. When you create a schedule from a template, you can select predecessor tasks in existing schedules as predecessors for tasks with predecessors in other templates. You use the Predecessor Task Links tab to select predecessor tasks in existing schedules. The Predecessor Task Links tab lists all tasks with predecessors in other templates, and enables you to select a predecessor in an existing schedule for these tasks.
When you create a schedule from a template, you can globally update the task parameters for a Task Type if the parameters have the override option enabled.
For more information on schedules, see Managing Schedules.
To create a schedule from a template:
If the template was successfully validated, create the schedule:
Click Actions, and then select Create Schedule, or click the Create Schedule icon.
In Name, enter a schedule name.
From the Period list, select a close period for the schedule.
From the Day Zero Date list, select the calendar date to assign to the template's Day Zero.
Click Date Map and for each template day whose date assignment you want to modify, in the Date column, enter the new date.
Optional: Select the Predecessor Task Links tab, select the schedule that contains the predecessor task and in the Assigned Task list, select the predecessor task.
Optional: Select the Override Parameters tab, review the parameters, and for each parameter that you want to modify, in the New Value column, enter a new value.
Note:
This tab displays only tasks that use a Task Type in which at least one parameter has the Override option enabled. See Setting Task Type Parameters.
Click the Create Schedule button.
A schedule is created and populated with the tasks, instructions and viewers from the template. It has a status of Pending. By default the schedule is opened into a view when created.