Sharing GTSC and WFP Templates with Budget Managers

Users can only share Global Templates Single Copy (GTSC) and Workforce Planning (WFP) templates with budget managers. Users cannot share GTEC, LIT, Block, Allocation, Capital, and Initiative templates with budget managers.
Perform the following series of steps to share the template link via email:

1. Click the required Budget Entity in the Planning Control Panel, select the desired GTSC or WFP template, and click Share.
   The Share Template screen displays the list of budget managers with whom the template has already been shared. If the template is not shared with anyone, the list is empty.
2. Select a GTSC or WFP template from the Select Template drop-down associated with the entity selected on the Structured Planning home page.
   
   
   
   Note:

   The View column in the Share Template screen only applies to Global Templates Single Copy (GTSC) templates. Click here to learn more about Views.
3. In the Search field, enter the required username of the budget manager with whom you want to share the template. If you want to add more than one manager, add one after the other.
4. Click the shield icon next to the added manager and validate the manager’s permissions to access the template. If any permissions are missing, you can directly navigate to User Management from the validate access pop-up and provide the necessary permissions.
   
5. Select a view from the drop-down menu next to the budget manager's name. If no selection is made, the default view will be used.
6. When you share a template with the budget managers, you can customize the content of the email they receive. Click Enter a Message, and convey any additional information or instructions needed to review or edit the shared template with the users or budget managers.
   The Enter a Message section pre-populates the email content.  You can change the entire email text or add additional information to it as required.
7. Click Send Email. A new action item is also automatically created for the budget manager and an email with a link to access the template is sent to them.
   
   Note:

   Instead of sharing a template through email, you can use the Copy Link option to copy the template link and share it with any budget manager directly through a message. When you select a budget manager and click Copy Link, a new action item is also automatically created for the budget manager.