Tracking the Shared Templates

You can use the Track feature to view the status of the users working on each shared template. This feature lists all the templates shared with users, along with the status of each template.

You can click on any status to view the details of the users who are in that status.

In Practice: Track Shared Templates

1. Log in to the application and click the Structured Planning icon from the side menu.
2. Select a Scenario.
3. Select the required Budget Entity from a leaf-level or a rollup level above leaf-level entities.
4. Click Track, and the Track screen appears. It displays the list of templates associated with the selected budget entity. All the shared templates are associated with some status.
5. You can click on the respective status (Done or In Progress) to know the details of the users in that status.