In FCCS Close Manager, you should define tasks in a Template rather than create a new Schedule each month when:

• A. when the tasks are repeatable over multiple close cycles
• B. when the tasks require consistent definition across close schedules
• C. when the tasks are often late in completion and they need to be monitored more closely
• D. when the tasks require multiple levels of approvers

Answer: (B)

The key idea is to reuse a consistent set of tasks across multiple close cycles. In FCCS Close Manager, a Template captures the entire structure of a close run—task names, owners, due dates, sequencing, and approvals—and then you generate a Schedule for each month from that Template. When the tasks are meant to be defined the same way every period, using a Template ensures every cycle starts with the exact same scope and workflow, reducing manual replication, preventing drift, and making updates easier for future cycles. If the same tasks and definitions aren’t required in every period, or if each cycle is highly ad hoc, creating new schedules would be more appropriate.