Adding sub-tasks to the template

Use the procedure in this topic to add sub-tasks to the template.

To add sub-tasks

1. In the Tasks pane, click Add, and select from the list the name of the task to which you want to add a sub-task.
   A new section appears in which you can add one or more sub-tasks to the task you selected. After you add a sub-task to a task, you can use the Add button that appears in the new section to quickly add more sub-tasks.
2. Double-click in the Name cell, and enter a name for the sub-task.

3. Double-click in the Page Type cell, and select a page type from the list that appears.
    Only the following page types can be associated with more than one sub-task in a template: approvalMgmt, attachments, budgetMgmt, and none. 

   Warning

   Note

   Budget pages can be associated with more than one sub-task only if those sub-tasks have a unique Budget Type. An approval page functions as an approval gate, or checkpoint, for all the sub-tasks that precede it.

   
   
   

4. Double-click in the Attachment Group cell, and select an attachment group for this sub-task from the list that appears, if applicable.
    Attachment groups can be specified only for a sub-tasks that have been specified as one of the following page types: actuals, attachments, benefits, and budgetMgmt. 

   Warning

   Note

   For more information about attachment groups, see Managing-attachment-groups.

5. Double-click in the Description cell, and enter descriptive text.
    The description you enter will appear as tooltip for this sub-task.
6. Double-click in the Project Status cell, and select a status from the list that appears.
    This value indicates what the project status should be when this sub-task has been completed.
7. If this is a budget sub-task, double-click the Budget Type cell, and select a budget type from the list that appears.
    You can specify a budget type for a sub-task only if the page type is specified as budgetMgmt. Each budget type can be associated with only one sub-task in a template.
8. Repeat Steps 1 through 7 until you have added sub-tasks to all the tasks in the template.