How to Add a Capital Template Type?

There are 2 parts to complete the creation of a capital template:

1. Add Template- From the Template List page (accessed by navigating to Maintenance > Planning Templates > Template Setup) click the Add button to define the template type, enable spreads and global fields, and set other parameters.
2. Setup Assets- Navigate to Maintenance > Capital Planning > Asset Setup. Set up Asset Categories, Assets, and Finance Modes. Then, perform template set up for Finance Modes. Assets are loaded to the Capital template via the Budget Control Panel template Input page.To learn how to add Asset Categories, Assets, and Finance Modes, click here.

Complete the following steps to add a Capital template.

1. Navigate to Maintenance > Planning Templates > Template Setup.

2. Ensure the selected Scenario is the Default Scenario. Click Add.
   

3. For Template Type, select Capital Template.
   

4. For Template Type, select Capital Template and enter Template Code, Template Name (optional). Default Budget Entity is by default selected as Entity Type for the template.

5. For Data Transfer select Apply Sign Reversal or No Sign Reversal. This selection works with the Debit/Credit field in the Natural Account segment. Debit accounts typically display data in the same sign as stored in the database. Credit type accounts typically store data in the opposite sign of that stored in the database. Therefore, a credit becomes a debit (or negative) in the database, but is displayed as a positive in reports and during input.

   • Apply Sign Reversal - Select this option so that credit type accounts are displayed and entered opposite the sign they are stored.

   • No Sign Reversal - Select this option to display and enter balances as they should be stored in the database.
     

6. The Display Line Code checkbox is selected by default to display a separate column in the template for the line codes. Uncheck the checkbox if you wish to disable it. 

7. Optional: Click the Template Columns tab. Template Columns - Attribute Columns - attribute selections are not available and are pre-populated based on your configuration on the Define Capital Budgeting Criteria page.
   

8. Optional: Click the Segment Members tab. This is not available for editing and are pre-populated. 

   

9. Once you have gone through all the tabs to set up and confirm, click Save. Click the Back button to return to the Template List page. There is no Setup option to set up for Capital templates.