Explanation of Line Types in Templates

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Article Summary

This article provides a complete, step-by-step guide to understanding template line types in Structured Planning. It explains how to use subline lines, calculated lines, header lines, note lines, reference account lines, destination account lines, and reference cube lines, covers key settings like sublines, formula entry, account references, lookup behavior, and data synchronization, and helps planners efficiently enter data, review calculations, and structure templates, ensuring accurate planning and clear template behavior.

eddy_summary: Learn how each template line type functions in Structured Planning, including subline, calculated, header, note, reference account, destination account, and reference cube lines.
eddy_keywords: template line types, subline, calculated line, header line, note line, reference account, destination account, reference cube, structured planning, template setup, line behaviors
eddy_intent: Informational
eddy_module: Structured Planning
eddy_synonyms:
line types = template row types, planning line behaviors
subline = L line, detailed itemization line
reference cube = RC lookup line
eddy_questions:
- What do the template line types L, C, H, N, RA, DA, and RC mean?
- How do sublines work and when should I use them?
- How do RA (Reference Account) and RC (Reference Cube) lines function?
- What is the difference between a calculated line and a destination account line?
- How do line types affect data entry and planning workflows?

In the templates below, there are several line types; H, L, C, RA. Additionally, you may have templates with RC, DA, and N line types. Each of the line types has a specific purpose.

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L (Subline) Template Line

A line with an L hyperlink indicates that there are sublines associated with the line. For example, a checking account line and the Subline template lines provide a way to itemize the account.

Click the L hyperlink to open the Subline template interface where Subline details can be entered. Subline details itemize accounts on the main template input page. Perform direct entry (yellow cells) at the detail level in the cells of the Subline template as well as add and remove sublines.

Once sublines are added, the template line displays in red with a green background on the main template page as shown below.

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Description of the fields on the Subline Template page is provided below.

  • Remove All Lines - click to remove all the added sublines.

  • Insert Lines - enter the number of rows (account strings) to insert into the grid or press Enter on your keyboard.

  • Allow line total formula update - this selection prevents from changing the formula associated with the line. For example, a formula might be set up to calculate monthly totals. Select this checkbox to open or unlock the row to allow modifications. Once selected, the row will change from white to yellow indicating that data can be entered in the cells.

  • Reset Formula - reset the formula to the original. For example, if a formula is defined to calculate monthly forecast and the formula is changed to calculate, quarter 1 total, then click Reset Formula to calculate monthly total once again.

  • Save - Saving the Subline template also saves the main template.

Note:

Performing a save on the Subline template page synchronizes Subline template data with the main template. It also saves the main template.

C Template Line Type

A row with a C means that it is a Calculated line. Calculated lines have calculations, such as the sum of several cells. Some examples are provided below.

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Enter formulas in the formula bar for a template opened from the Planning Control Panel in Input mode. Optionally, enter the formula in the cell.

Note:

Calculations are not displayed when in template View mode.

H Template Line Type

An H row indicates the line is a header line. These lines are not editable. The Admin user may use this line type to enter notes for the end-user, to format the template and even to add additional spacing.

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N Template Line Item

Rows with N indicate notes are attached to the line. Notes might provide additional detail on the line or instructions to the end-user. Click the Note icon and the Line Notes page appears.

RA Template Line Item

RA stands for Reference Account and indicates another account(s) is referenced for that template line. For example, a payroll account referenced from an HR template line.

This template has RA lines. If the Bonuses RA line is clicked, the Reference Account Report opens with information on the accounts referenced for this line.

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DA Template Line Item

DA stands for Destination Account and indicates that template line is mapped to a segment combination. Destination accounts are used to save budget or forecast data entered or calculated in a selected budget template against a General Ledger account.

RC Template Line Item

RC stands for Reference Cube and indicates the line references data from the reporting cube. For example, the line displays a total from data that was looked up. The result is total revenue for all sales departments in a legal entity.

Perform Input after Forwarding or Approval of Templates

Input data to templates in a forwarded and/or approved state.

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Perform template input against a forwarded (or approved) template.

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Note:

This does not apply to templates in a Final Approval state.