Creating Templates

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:

   • Setting Template Properties

   • Specifying Template Instructions

   • Assigning Viewers

   • Applying Template Attributes

   • Specifying Day Labels

   • Embedding Templates

   • Working With Template Rules

   • Viewing Template History