Understanding Template Start and End Dates

The Start Date and End Date in templates are useful for controlling when a template is available for data entry. It allows to specify a date range during which users can input or modify data. This helps manage budget cycles, ensuring users can only interact with the template within the designated planning periods, and preventing changes after a specified deadline. It also helps maintain the accuracy and timeliness of data within planning workflows. You can have start and end dates for each period in the following template types.

• Global Template Single copy

• Global Template Entity copy

• Allocation Template

• Line item Templates

Start date and End date values for each period will be populated on the template lines which are hidden. You can retrieve and use the start and end dates of any given period using the following named range values in the date based template formulas:

• Periodstartdate – returns the start date of the selected period when used in a template formula.
• Periodenddate – returns the end data of the selected period when used in a template formula.
  
  User can see the start date and end date only after downloading the template.

Detailed information on Initiative Planning is available in the Initiative Planning Admin Guide.