Scenario 1: Power User

In this scenario, the Power User sets up a template and tasks for an upcoming close period.

  • The Power User logs on and opens the Manage Templates page.

  • The Corporate Quarterly Close template contains many of the tasks required for the corporation quarterly close cycle. From the list of templates, the Power User selects the Quarterly Close template and reviews it.

  • The Power User selects the calendar dates on which to line up the template tasks, and creates a schedule from the quarterly template.

  • The Power User then adds a task to the template specifically for Quarter 2.

  • The Power User opens the schedule, which begins the close process.