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.

To create a schedule from a template, you must have the Service Administrator or Power User role.

When tasks are added from a template to a schedule, they are assigned calendar dates based on their relationship to the Day Zero template date. Calendar dates can account for non-working days of the schedule if required. For example, if you exclude weekend days in your schedule, if Day 0 is a Friday, the tasks for Day 1 are applied to the following Monday instead of Saturday. The Date Map displays the calendar date assigned to each template day and you can use it to adjust date assignments.

Tip:

You can create one global template and use that template to create the appropriate schedules for each regional entity, taking into consideration the holiday calendars, time zones, and work day configurations of the region.

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.

By default, a new schedule has a status of Pending, which enables you to make changes as needed.

You can also use a REST API to create Schedules from Templates. This enables you to create an automated routine to generate all of your periodic task schedules. For more information, see Deploy Task Manager Templates in REST API for Oracle Enterprise Performance Management Cloud.

To create a schedule from a template:

1. On the Home page, click Application, and then click Task Manager.
2. Click the Templates tab on the left.
3. Select the template that you want to schedule.
4. If the template was successfully validated, create the schedule. Click the Actions icon on the right side, and then select Create Schedule, or click the Create Schedule icon.
5. On the Schedule Parameters tab, enter the following information:

   • Schedule: The name of the schedule.

   • Year: Select the schedule year.

   • Period: Select a period for the schedule.

   • Day Zero Date: Select the calendar date to assign to the template Day Zero.

   • Date Mapping:

     • Organizational Unit - Select an option:

       • Use Task Value: Select a value from the Organizational Unit.

       • Set Value To: The selected organizational unit is applied to all tasks in the Schedule (even if the task in the template contained a different Organizational Unit value). Since all tasks have the same Organizational Unit, the Organizational Unit in the Date Mapping panel on the Schedule from Template dialog box is Read Only.

     • Calendar days

     • Working days - By default, Monday - Friday are working days, and Saturday and Sunday are non-working days.

     • Advanced Configuration - Select this option to override the Organizational Unit and Work Days configuration for all tasks in the schedule.

     • Date Map: To modify a date assignment, enter a new date in the Date column.

       Date mapping may vary by Organization Unit. If there is no Organization Unit assigned to the template level, the "Unassigned" day mapping will be applied to the schedule. If the template has an Organization Unit assigned, then the day mappings for that Organization Unit are assigned to the schedule.

       For multiple days mapped to the same date, the Day Labels will be concatenated with a comma. Non-working days have a blank Day Label.

6. Optional: Select the Predecessor Task Links tab, select the schedule that contains the predecessor task, then in the Assigned Task list, select the predecessor task.
7. Optional: Select the Override Parameters tab, review the parameters, and in the New Value column, for each parameter that you want to modify, enter a new value.

   Note:

   The Override Parameters tab displays only tasks that use a Task Type in which at least one parameter has the Override option enabled.

8. Click Create Schedule.

   A schedule is created and populated with the tasks from the template, and a status of Pending.

   You can view a list of schedules on the Schedule Tasks page.