Planning Templates Overview

Planning templates are used to streamline and standardize the planning process across an organization. They allow users to create, manage, and use structured data entry forms that capture financial and operational information in a consistent format. These templates can be tailored to specific business needs, ensuring data is collected accurately and efficiently. They also support various planning activities such as budgeting, forecasting, and reporting, making comparing scenarios and consolidating data across multiple departments or entities easier.

Below are the descriptions of each option available in the Planning Templates section:

• Global Fields: Add, edit, or delete Global Fields, which are used in planning and forecast calculations. Global values are pulled automatically by system-defined formulas within the template based on the associated planning entity and scenarios. 
• Line Item Category: Add, edit, and delete line item categories, which are used for line item template types. Line item categories do not have a pre-defined format and allow you to specify accounts to include in your plan. 
• Attributes: Attribute columns store information related to an account or row and these values can then be used in template calculations. The Attributes screen specifically is used for defining attributes for Initiative templates only.
• Template Setup: This page is where the template structure is created, including  lines, account mapping, formulas, and formatting. You may view and edit the framework of the template. Different fields are available based on the type of template selected.