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.

Embedded templates are task templates that are not designed to be deployed directly, but rather to be used by other templates that are directly deployed. The Manage Templates screen includes these columns to identify embedded templates:

  • Embedded: a list of templates that are embedded in the current template. Blank if none.

  • Embedded In: a list of templates that the current template is embedded in. Blank if none.

The columns are not displayed by default, but are available from the View menu.

To embed templates:

  1. On the Home page, click Application, and then click Task Manager.
  2. Click the Templates tab on the left.
  3. From the New or Edit Template dialog box, select the Embedded Templates tab.
  4. To identify previously embedded templates, from the top menu, select View, then Columns, and select Embedded In or Embedded Templates.
  5. From the Available Templates list, select a template to embed.
  6. 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.

  7. Click OK.
  8. Enter the necessary information in the template sections: