Global Fields

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Global Fields play a key role in template-based planning and forecasting calculations. Global values are pulled automatically by system-defined formulas within the planning templates based on the associated entity and scenario. To do so, navigate to Maintenance > Planning Templates > Global Fields.

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You can Add, Edit, Delete, Export, and view Global Fields Data Input from the Global Fields page.

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Below are the functionalities available on the Global Field page. Click on each tab to find more details:

This functionality enables the addition of a global field.

Navigate to Maintenance > Planning Templates > Global Fields.
Click the Add icon.
Enter a Global Field Code and Global Field Name to identify it.
For Global Field Format, select from the following:
- Number - Store global field data (i.e. rates) in Number format to be used in planning calculations within a template.
- Currency - Store global field data in Currency format. A currency symbol will be placed before the numerical value.
- Percent - Store global field data in Percent format. A percent symbol will be placed after the numerical value.
- Text - Store global field data in Text format.
Select the Number of Decimals for display in the template. For example, if you select two, a number will display as 00.00.
For Unit Description, you can optionally enter an additional description of the global field.
Click the Save icon.

This functionality enables you to edit a global field.

Navigate to Maintenance > Planning Templates > Global Fields.
Select a global field and click the Edit icon.
Make the necessary changes and click the Save icon.

This functionality enables you to delete a global field.

Navigate to Maintenance > Planning Templates > Global Fields.
Select a global field and click the Delete icon.

Global field values are maintained by a scenario with values entered against the planning entity. Once Global Fields are entered in the Default Scenario, you can map them to other scenarios and budget entities during entity mapping.

Navigate to Maintenance > Planning Templates > Global Fields.
On the Global Fields page, select a global field and click Global Fields Data Input.
The Global Fields Data Input page is displayed. Ensure the Default Scenario is selected.
Select a budget entity in the left pane. Global fields are displayed in the right pane.
Enter the global field value in the Value column for the associated global field.
Click Save.

This option simplifies your search process. By clicking the Apply Filter option, you can narrow down your search results by Code, Name, Format (Number or Percentage), Unit Description, Created By, Modified Date, and Modified By.
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This option allows you to export the global field report.

Export to Excel

This option allows you to export the global field report in Excel format.
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Global Fields

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