Creating Schedules from Templates
You can create schedules from templates. Creating a schedule from a template populates the schedule with the tasks in the template. If the source template has embedded templates, the tasks in the embedded templates are included. Template instructions, viewers, and attributes are also added to the schedule.
You create schedules from templates from the Manage Templates dialog box. The Last Schedule column shows the last schedule created from each template. The Schedules column shows the total number of schedules created from each template.
To create a schedule from a template, you must have the Close Administrator or Power User role.
The schedule starts in a Pending status, which gives you the opportunity to make final changes in the definition.
When template tasks are added from a template to a schedule, they are assigned calendar dates based on their relationship to the template Day Zero. The dates can also account for non-working days of the schedule if you specified them. For example, if Day 0 is a Friday, the tasks for Day 1 are placed on the following Monday if you selected to exclude weekend days. The Date Map displays the default calendar date assigned to each template day. You can use the Date Map feature to adjust the date assignments.
A task in one template can have predecessor tasks in other templates. When you create a schedule from a template, you can select predecessor tasks in schedules as predecessors for tasks with predecessors in other templates. You use the Predecessor Task Links tab to select predecessor tasks in schedules. The Predecessor Task Links tab lists all tasks with predecessors in other templates, and enables you to select a predecessor in a schedule for these tasks.
When you create a schedule from a template, you can globally update the task parameters for a Task Type if the parameters have the override option enabled.
For more information on schedules, see Managing Schedules.
To create a schedule from a template: