Working with Templates in MyPlan

Switching to Contributor Mode

In some cases, a contributor user might want to access a template opened in MyPlan in the Planning application. This option allows contributor users to enter data for the out periods (past 12 months), or use additional features available in the Planning application template version. To do so, select Open in Contributor Mode to access the template in Contributor mode.

FIX IT

Fix It provides functionality to change the variance and apply the change to all open periods.

Click any cell on the row you want to fix. You can select multiple rows at once to fix. Press the Shift key and select multiple sequential rows. Or, press the Ctrl key to select multiple non-sequential rows.

Sequential rows selected:

Non-sequential rows selected:

When you click Fix It, two options are displayed; Equally and Proportionally.

Fix It can be displayed, by either right clicking on a cell or by selecting the Fix IT button on the top of the page.

Fix It Equally

Selecting Equally, takes the amount in the Variance column and distributes it equally amongst the open periods. For example, using the template below, there is a variance of 90 dollars in the 3rd row. There are 3 open periods (Oct-18, Nov-18, and Dec-18) with a total amount for each period of 412 dollars.

To make the variance 0 dollars, select the row and right click Fix It and select Equally . The 90 dollar variance is subtracted equally from the three open periods and the result is displayed below.

Fix It Proportionally

In this example, Oct-18 is 200, Nov-18 is 300 and Dec-18 is 400. The variance is 106 dollars, which is to be distributed proportionally to the three open periods. Click the row, then right click and select Fix It, Proportionally.

The result is that the same ratio of numbers in each period and adjusts the variance based on the ratio. The amount deducted for each period is proportional to the amount in the period. So, 24 is deducted from Oct-18, 35 is deducted from Nov-18, and 47 is deducted from Dec-18 as shown below.

Methods

Methods allow you to spread data from a total column to period columns. The Methods option is displayed when you right-click in an editable cell in the template. Selections are made available based on how the template was set up by your Admin user. Options that might be available to you are shown in the image below and a description of each is provided below as well.

Monthly Increase in $ - Apply an increased dollar amount based on historical amounts for each month. Optionally, Round the number to the nearest whole number. For example; 67.7 will appear as 68. Click Apply.

Monthly Increase in % - Apply an increased percent based on historical amounts for each month. Optionally, Round the number to the nearest whole number. For example; 67.7 will appear as 68. Click Apply.

Full Year Growth - Apply a total increase percent based on history and use a spread method to distribute the amounts to the monthly periods. The spread method may be based on history or custom-defined spread methods created for the template. Optionally, Rounding the number to the nearest whole number. For example; 67.7 will appear as 68. Click Apply.

Clear Applied Method - Used to clear a previously applied method. Select a new method in the Methods pane shown below. When a method is applied, data in the cells is populated based on the method. When a user clears the method, the values are retained but the method logic underneath is removed on the row so that a new method can be applied.

View

. For View, select from four options; Template Infobar, Formula Bar, Column Header and Row Header.

Selecting Template Infobar displays the Entity , Period and Template Name as shown below.

Selecting Formula Bar displays the fx bar where you can enter formulas such as SUM.

Select Column or Row Header to enable a more Excel like look and feel.