Article Summary
This article provides a complete, step-by-step guide to adding a new planning template in Planful. It explains how to define the template basics, such as name and type, and how to configure data entry, summary columns, attribute mapping, and segment data. It also outlines the use of tabs like General Information, Template Columns, Segment Members, and Report Mapping to streamline template design and setup.
This is where you start setting up the template. Here you will define the basics of the template, such as the name of the template and the type of template to be built.
You will also define how data will be entered into the template, what data will be brought into the template via attributes or summary columns, as well as what data from each dimension will or will not be enabled to be mapped within the template during the design phase.
There are four tabs on the Add Template page:
- General Information
- Template Columns
- Segment Members
- Report Mapping
Refer to the Template Types article to learn more about the different template types and the description of all the options on each of these tabs when setting up templates.
