Template Line Types

Template Line Types

When you design a template, there are several line types you can apply; H, L, C, RC, RA, DA, and N. Each of these lines types is described below.

L
Indicates there are sublines. Subline details allow budget end-users to itemize any account on the template input page accessed from the Planning Control Panel.

C
The row is designated as Calculated and you can add calculations and formulas.

Formulas are typically used in templates to calculate items and look up values. A table with commonly used template formulas is provides below.

H
Indicates the line is a header line. These lines are not editable for end-users. You might use this line type to enter notes for end-users or to format the template and even to add additional spacing.

N
Indicates notes are attached to the line. Notes might provide additional detail on the line or instructions to the end-user.

RA
RA stands for Reference Account and indicates another account is referenced for that template line. For example, you might have a payroll account referenced from an Workforce template line.

By default, blank cells are displayed for zero value Reference Account lines. )

DA
DA stands for Destination Account and indicates that template line is mapped to a segment combination. Destination accounts are used to save budget or forecast data entered or calculated in a selected budget template against a General Ledger account.

RC
RC stands for Reference Cube and indicates the line references data from the reporting cube. For example, the line displays a total from data that was looked up. The results is total revenue for all sales departments in a legal entity.

See Reference Cube for information on why and why to use this type of line in a template