Adding an Agenda and Line Items to an Event Template

The following procedure describes how to add function agendas and line items to both generic event templates and property-specific event templates. For more information about function agendas, see Adding a Function Agenda and Line Items to an Event Opportunity.

This task is a step in Process of Creating Event Templates.

To add an agenda and line items to an event template

1. Navigate to the Event Templates screen and do one of the following:

   • To add a function agenda and line items to a generic template, click the Generic Templates link.

   • To add a function agenda and line items to a property-specific template, click the Property Specific Templates link.

2. In the list, query for and select the required template.

3. Click the link in the Name field, and then click the Functions view tab.

4. In the Functions list, create a new record and complete the fields.

   Make sure that you add a Function Space and Post As Name for property-specific templates. For more information on the remaining fields, see Adding a Function Agenda and Line Items to an Event Opportunity.

   Scroll down to Line Items, create a new record, complete the fields, and save the record.

   The following table describes the fields that relate to property-specific templates only.

   Field	Comments
   Part #	The part number associated with the specific product.
   Revenue Sub Category	Pick a revenue category with which this product is to be associated.
   Revenue Category	This field is automatically populated when the Revenue Sub Category field is completed.
   Parent Revenue Category	This field is automatically populated when the Revenue Sub Category field is completed.
   Resource Type	This field is automatically populated when the Item field is completed.
   Sequence #	This field is automatically populated when the Item field is completed.

   For more information on the remainder of these fields, see Adding a Function Agenda and Line Items to an Event Opportunity.