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Template Properties: Activities Tab

Use the Template Properties view's Activities tab to modify the activities associated with a forecast template:

  1. Select the check boxes beside the activities that you want to associate with the template.
  2. Clear the check boxes beside the activities that you want to remove from the template.
    The check boxes show activities belonging to the business unit or site with which the template is associated.
  3. Use the vertical scroll bar on the right to display more activities.
  4. Click Save to save your changes to the template's activities.

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This page was last modified on August 10, 2017, at 05:46.