Designing Templates
- 1 Minute to read
- Print
- DarkLight
- PDF
Designing Templates
- 1 Minute to read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Template Setup is the second phase of template creation. After adding the template, access the Template Setup page from the Template List page by selecting the desired template > Setup > Template Setup.
This is where the template structure is designed, including lines, account mapping, formulas, and formatting. Different fields are available based on the type of template selected.
Now, let's explore all the options on the Template Setup screen. The Template Setup experience differs based on whether you're using the existing or new Template Experience.
Notes:
By default, the new Template experience is enabled for users who joined Planful after May 2025
Existing customers can contact Planful Support to enable this feature
The new template experience is applicable to Global Template Single Copy (GTSC), Global Template Entity Copy (GTEC), and Allocation Template
There are no changes to the Reference Cube, and it continues to function with existing features.
The new Template experience does not apply to Capital, Initiative, Block, and Line Item templates
To learn more about the new template experience, click here.
To learn more about the existing template experience, click here.
Was this article helpful?