How to Add an Initiative Template?

For detailed information on setting up and deploying Initiative Planning, see the Initiative Planning Admin Guide.

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

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

3. For Template Type, select Initiative Template.

4. Enter the Template Code, Template Name, and select the 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. For the Line Code Header and Line Name Header, enter a code to identify the column and a label for columns with line names. These fields are optional. 

7. For Display Line Code, select the checkbox to display a separate column in the template for the line codes.

8. Click the Template Columns tab. This is where you will configure Template Attribute/Summary Columns. See Template Line Types and Column Types.

9. For Attribute Columns, select the number of Attribute Columns you want to associate with the template. You can add up to 10 attribute columns.

   • Header - Enter the column name for the attribute column.

   • Width - Specify the column width. You may re-initiate template column widths from the template directly for any template type except for Initiative and Capital templates.

   • Format:

     • Row Format - Allows for attribute values with varying formats.

     • Text – Allows for text characters.

     • Number - Allows numerical values to be entered within the template.

     • Currency - Applies a currency symbol ($) to the first digit in each cell of the column.

     • Percent - Applies a percentage symbol (%) and allows users to enter numbers in a percent format.

   • Decimal - Specify the number of decimals.

   • Formula - This field is optional. You can apply a formula to the column. The formulas entered here are not adjusted automatically to respective lines when opened from the Planning Control Panel if the formulas contain absolute reference conditions.

   • Lock - Select to lock or unlock the attribute column from budget users. Budget users may not enter or edit data in locked attribute columns.

10. For Summary Columns, by default, templates display a summary column to show the calculated year-to-date amounts. Up to 5 additional summary columns may be added to display other information. This is an optional step. See above for descriptions of the fields.

11. Once complete, click the Segment Members tab. You can set Segment Member Sources for Global Template Single Copy, Global Template Entity Copy, Allocation and Line item templates.
    Template rows are then mapped to dimensions at the leaf level members through template parameters. All dimensions must be accounted for when setting the parameters for the template. Source options within Segment Members include:
    • All Members in the dimension are available to be defined in the rows
    • Fixed Segment Members are a single-member selection
    • Filtered Segment Members allows the user to define multiple members
    • Budget Control Panel Member is controlled by the budget entity
    • Allow Destination Account Setup to enable a row with flexibility to override the destination account mappings of the dimensions in the budget entity

12. 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. Or, click More > Template Setup to set up the template structure such as lines, account mapping, formulas, and formatting. Remember, the template is not complete until Template Setup is done.