Working with Data Discrepancies in Templates
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Working with Data Discrepancies in Templates
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If calculations (for example, sub-totals or percentages) in the template are not accurate/updated due to recent updates to the driver/source templates (for example, Employee Compensation, Capital Planning, and Initiatives), but individual budget lines are updating correctly, do the following:
Access the template in Input mode.
Next, verify all fields are updated/accurate.
Save the template. Doing so updates the calculations and synchronizes the driver/source templates until further changes are made requiring this process to be repeated.
If Input mode is not available as a Budget Preparer/Approver, take one of the following actions depending on the use case situation:
Situation 1: The budget entity is in an approval state (Forward, Approve, or Final Approve)
Action : The Budget Approver must use Send Back so that the Budget Entity and all corresponding templates are available in Input mode. The Budget Preparer must open the template in Input mode and SAVE the template.
Situation 2: The budget template is in an approved state (Mark Complete)
Action : Click Mark Not Complete so that the template is available in Input mode. If the budget entity is also in an approval state, the Budget Approver must Send Back the budget entity as described in Situation 1. The Budget Preparer must enter the template in Input mode and SAVE the template.
Situation 3: The Planning Scenario is locked (i.e., Budget Preparer/Approver cannot Send Back) and all budgeting actions are locked except for the View function
Action : Contact your Budget Approver to share the potential discrepancy. A Planful Budget Administrator can unlock the Planning Scenario so that you can access the template in Input mode. Once unlocked, if the budget entity is in an approval state, see Situation 1. If the budget template is Mark Complete, see situation 2.
How to Determine if there are Data Discrepancies for Templates Opened in View Mode?
To determine if there are data discrepancies for templates opened in View mode:
Open a template in View mode.
Within the template interface, click the More menu.
Select Validation Report under Subline. The Validation Report checks for discrepancies between a View and Input template.
Note:
These features are available for Global Template - Single Copy, Global Template - Entity Copy, and Block template types.
What is the Validation Report and How do I Run it?
Run the Validation report to view all discrepancies between a View and Input template. To access the report, open a template in View mode, click the More menu, and select Validation Report under View Mode.
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