Block Templates

Overview and Example of Block Templates

Block templates allow multiple segments to be displayed within the rows. It is used for budgeting against a "repeating block of lines" for a selected dimension member (in the example below the dimension member is Project). This could be any selected dimension member such as Account or Project Line.

In the example below, the Project dimension is available with the following options:

• Load Project - Open the Load dialog page to search for and select projects to load based on history information, current scenario, history or current scenario, or all of the above.

• Delete Project - Delete a selected project from the template.

• Budgeted Project - Open the Budgeted Segments dialog page to select and attach page level segment data to your spreadsheet / template selection.

• Detach Project - Detach (but not delete) a selected project from the template.

• Detach All Project - Detach (but not delete) all projects from the template.

Example - Product Marketing Budget Block Template

The template below is set up by a product line so that budget end-users can input data on their project revenue that includes the total projected revenue and expense savings for different accounts which represent the repeating block of lines.

The calculated line (represented with a C) returns each product in the product line when selected and loaded to the template in the Planning Control Panel.

There are several Excel formulas to calculate the budget yearly total per account. When the template was added, Enable Spreads was selected.

When this template is accessed via the Planning Control Panel, the repeating block of lines per product is evident. When ProductLine is selected, end-users can load products by filtering on history, current scenario, or both.

When you click Block Design, the block designed on the Template Setup page is displayed as shown below.

For detailed information about creating a Block Template, refer to How to Add a Block Template type