You can create templates for specific tasks, such as a Quarterly template to encompass all tasks involved in a quarterly close. You might 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 schedules produced from the template.

  To create a template:

  1. Select Manage then Templates.

  2. Click New.

  3. Enter the necessary information in the template tabs.