Embedding Templates

You can reuse tasks from one template in another by embedding a template into another template. When you schedule tasks for a template, tasks for embedded templates are also scheduled.

For example, the Quarterly close process may be the same as the Monthly close process with some additional quarterly-only tasks. Instead of copying the Monthly template, you can specify that the Quarterly template embeds the Monthly template so if you change the Monthly template, you do not need to update the Quarterly. When you generate a schedule from the Quarterly template, the schedule includes the tasks from the Monthly template.

Note:

Only one level of embedding is possible. For example, if Template A is embedded in Template B, then Template B cannot be embedded in another template.

To embed templates:

1. From the New or Edit Template dialog, select the Embedded Templates tab.
2. From the Available Templates list, select a template to embed.
3. Click Move to move the template to the Embedded Templates list.

   Tip:

   To remove a template or templates, select the template from the Embedded Templates list and click Remove or Remove All to move it to the Available Templates list.

4. Click OK.
5. 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

   Note:

   Viewers of an embedded template within the main template cannot see the entire schedule tasks. If you want viewers to have access, add the viewer to each of the embedded template's tasks.