Template Line Types and Column Types

Template Line Types

When you design a template, there are several line types you can apply; H, L, C, RC, RA, DA, and N. Each of these lines types is described below.

L

Indicates there are sublines. Subline details allow budget end-users to itemize any account on the template input page accessed from the Planning Control Panel.

C

The row is designated as Calculated and you can add calculations and formulas.

Formulas are typically used in templates to calculate items and look up values. A table with commonly used template formulas is provides below. 

H

Indicates the line is a header line. These lines are not editable for end-users. You might use this line type to enter notes for end-users or to format the template and even to add additional spacing.

N

Indicates notes are attached to the line. Notes might provide additional detail on the line or instructions to the end-user.

RA

RA stands for Reference Account and indicates another account is referenced for that template line. For example, you might have a payroll account referenced from an Workforce template line.

By default, blank cells are displayed for zero value Reference Account lines. If you want to display a dash versus the blank cell, change the MDX. An example is provided below.

Example 1:

If this is the original MDX:

[Account].&[1]

Then this is how you would add the dash:

iif([Account].&[1]=0,0,[Account].&[1])

Example 2:

If this is the original MDX:

IIF([Account].&[100]=0,0,[Account].&[100])

Then this is how you would add the dash:

IF(Sum({[Account].&[100],[Account].&[101]})=0,0,Sum({[Account].&[100],[Account].&[101]}))

DA

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

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 results is total revenue for all sales departments in a legal entity. See Reference Cube for information on why and why to use this type of line in a template

Template Column Types

Attribute columns and summary columns are commonly used in budget templates.

• Attribute columns are used to input the information related to the account/line. These values can be used in the template calculations. Attribute columns appear before spread code columns. You can have a maximum of 10 attribute columns per template. Administrators can lock/unlock these columns.
• Summary columns are used to add totals, averages, and variance calculations for variance template lines. Summary columns appear after the detailed budget input columns. You can have a maximum of 5 summary columns per template.

Global Templates:

• Attribute columns:
  • Admin users can lock/unlock the templates in template setup.
  • Formatting can be applied (such as, text color, lock/unlock, background color) at the level of individual cells under these columns.
  • Global fields are mapped under the attribute columns for specific template lines.
  • Attribute columns can be added at any phase of the template life cycle.
• Summary columns:
  • Can be added in any phase of the template life cycle.
  • Summary columns are in a Lock state for this type of template.

Capital Templates:

• Attribute columns:
  • Appear based on the ‘Capital Budgeting Criteria’ setup during application configuration.
  • Six attributes are available by default with the ability to add up to 10 attributes (including the 6 default columns):
    1. Purchase Month
    2. Depr. Start Month
    3. Units
    4. Rate
    5. Amount
    6. Asset Life
  • Users can not add/edit attributes once a capital template finance mode is defined.
  • No formatting options for attribute columns.
• Summary columns:
  • Add summary columns in any phase of the template life cycle.
  • Summary columns are in a Lock state for this type of template.

Block Templates:

• The number of attribute columns can not be changed once the template is defined.
• No formatting options for attribute columns.
• No summary columns available for this template type.

HR Templates:

• Attribute columns:
  • Admin users can lock/unlock the templates in template setup.
  • Formatting can be applied (such as, text color, lock/unlock, background color) at the level of individual cells under these columns.
  • Global fields are mapped under the attribute columns for specific template lines.
  • Attribute columns can be added in any phase of the template life cycle.
• Summary columns:
  • Add summary columns in any phase of the template life cycle.
  • Summary columns are in a Lock state for this type of template.

Allocations Template:

• Attribute columns:
  • Admin users can lock/unlock the templates in template setup.
  • Formatting can be applied (such as, text color, lock/unlock, background color) at the level of individual cells under these columns.
  • Global fields are mapped under the attribute columns for specific template lines.
  • Attribute columns can be added in any phase of the template life cycle.
• Summary columns:
  • Add summary columns in any phase of the template life cycle.
  • Summary columns are in a Lock state for this type of template.

Initiative Template:

• Attribute columns:
  • Admin users can add/edit the attribute columns in any phase of the template life cycle.
  • Attribute columns are in an ‘Unlock’ state for this type of template.
• Summary columns:
  • Add/edit the summary columns in any phase of the template life cycle.
  • Summary columns can be in an ‘Unlock’ state for this type of template.

Line Item Template:

• Attribute columns:
  • Add/edit the attribute columns in any phase of the template life cycle.
  • Attribute columns are in an ‘Unlock’ state for this type of template.
• Summary columns:
  • Add/edit the summary columns in any phase of the template life cycle.
  • Summary columns can be in an ‘Unlock’ state for this type of template.