What are Templates and Why are They Needed

What are Templates and Why are They Needed

Templates act as structures that hold budget data including scenarios, attributes, and entities. You will design templates based on your business needs. To see some example templates, go to the Template Setup Example section. Once templates are added and setup/designed, end-users input data for budgeting and forecasting purposes via the Planning Control Panel.

Most templates resemble an Excel spreadsheet. Design/setup your templates by linking template lines to other accounts to extrapolate data, use calculations and formulas to retrieve data from an intersection in the reporting cube, add notes to prompt end-users, add colors and borders to the template, and much more.