Planning Templates

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...

Set up Line Item Categories to specify accounts to include in your budget. Line item templates are mostly user driven. Administrative users identify the budget line items that can be budgeted in a selected template. To set up a Line Item, navigate t...