Template Setup

Maps template lines to segment members. This has the following categories:

• Account Mapping: Maps template lines to segment members. Click here to learn more option the options available under this category.
• Template Mappings: This category provides a one-stop where you can map the template to an entity, configure the approval role actions for the template, and also perform global field mapping to the template. The options include:
  • Entity Mapping: Open the Entity Mapping page to map entities to the template. Click here to learn more about entity mapping.
  • Approval Role: Open the Approval Role page where you can set approval actions. Click here to learn more about approval role setup.
  • Global Field Mapping: Open the Map Global Fields page to map global fields to the template. Click here to learn more about global field mapping.

The Method Selection section has the following options:

• Monthly Increase $: Select this option to apply a dollar amount increase over the history for each monthly period.
• Monthly Increase %: Select this option to apply an increase percentage based on the history amounts for each month.
• Full Year Growth: Select this option to apply a total increase percent based on history, and use a spread method to distribute the amounts to the monthly periods.
• Annual Value: Select this option to apply a total dollar amount based on history, and use a spread method to distribute the amounts to the monthly periods.
• Spreads: Allows users to spread annual value to period columns based on a selected spread method. Select an option (i.e. evenly, 4-4-5, etc.) to apply the spread to the template row that can be modified by the user. Spreads are optional. You may opt to spread based on historical data (History Scenario).
  Note:

  The attribute cell must be unlocked to allow users to make modifications.
  
  
• Global Fields: Apply a global field to a template row, which displays the lookup formula in the template setup. Global Fields that populate this list box are defined on the Global Fields page. Global Fields are optional.
• Round: Round numbers off to the nearest whole number. For example; 67.7 will appear as 68.

Select from the following actions:

• Show/Hide Formula Bar: Display or hide the Excel formula bar.
• Hide/Show Format Bar: Display or hide the format area, which is where you insert lines, borders, format numbers, and more.
• Show/Hide Row Header: Hide or display the template row numbers.
• Show/Hide Column Header: Hide or display the template column letters.
• Show/Hide Tabs: Hide the tabs for Global Fields and Spreads that appear at the bottom of the Template Input and View screens.
• Show/Hide Scenario Header: Display or hide column header information. Column scenario headers display scenario name. Admin users can choose to set the display globally (to hide or show) for column headers. If an Admin user hides the display of column headers globally, other users will not be able to see this information.
• Show/Hide Column: Hide or show selected columns (within any template except Initiative templates) to improve visibility.
• Reset Column Width: Reset the column width based on the template setup your Admin user performed.
  Note:

  Column widths are set by administrators. Application users can adjust column widths as well. To adjust the width of a column, open the template, drag the column border to desired width and save the template.
  
  
• Show/Hide Data Filter: Filter Spreadsheet Data similar to Excel as shown below.
  Data filter functionality is available for the following template types: Allocation, Block, Sales, Global Template - Single Copy, Global Template - Entity Copy, Line Item, and HR.
  Note:

  Data filters will be lost during Scenario Seeding when using a Reference Scenario and Change by Periods.
• Reset Column Width Globally: Set column widths to a default width. This option is available for Global Template Single Copy, Global Template Entity Copy, and Allocation template types. Selecting this option will reset the column width preferences of all template users for a specific scenario irrespective of the budget entities. This option is available for templates that are not associated with the Default scenario only
• Freeze/UnFreeze Grid: Select Freeze to keep an area of the worksheet visible while you scroll to another area. UnFreeze disables this ability. Freeze panes are user-specific. For example, Jane Doe can set her freeze panes for the BudgetQ12019 template (from the Planning Control Panel - Template Input page) and John Doe can set his freeze panes as desired for the same template. Even if Jane and John have different freeze pane settings, the template will display accordingly based on their selections.
• Hide/Show Attributes: Display or show the Attributes column.

These options allow you to export the template. The available options are:

• Export to Excel: Use this option to download the template in an Excel sheet.
• Print: This has two options: Print and Print Setup. Use Print Setup to customize your print settings and use print to the template. 
• Send Email: This option allows you to send the template as an attachment allowing you to search for the recipients using the First Name, Last Name, or Email. You can also compose an email to the recipient. 

The More option has the following categories:

• Account Reports: This category has the following options:
  • Destination Account Report: Open the Report page to view each line that is identified as a destination account and print or download the report in Excel format.
  • Reference Account Report: Open the Report page where each line that is identified as a reference account is displayed. Print or download the report in Excel format.
  • Show Rule: Open the Rule page to view associated multi-dimensional expressions.
• Header: This category has the following options:
  • Notes: View all notes for the related scenario.
  • Snapshot: Take a snapshot of the template. Snapshots may be stored in the File Cabinet.
  • Template History: View information on when the template was modified and by whom.
• Seeding Report: This category has the Exception Report option. This gives a detailed report to view information about the values in the source scenario and the replaced value and formula in the target scenario when the formulas could not be transposed during seeding. This report contains details such as Scenario, Entity, Template, Column and Period references, Source Value, Destination Formula, and Destination Value. Click here to learn how to generate the exception report for templates.

Insert and remove template lines. Select one of the following row types for each line within the template. Click here to learn more about template line types and column types. Click here to learn more about Wildcard Support for Destination and Reference Account Lines.

• LINE (L): Allow data entry or calculations to be performed for the row. Reference and destination accounts may be applied to a line.
• HEADER (H): Format sections or provide additional spacing within a template or add instructions for end users.
• CALC (C): Allow calculations to be defined for a row within the template design, preventing budget users from modifying the formula. Destination accounts may be applied to a calc line.
• Apply bold, italic, text color, background color, and borders.
• Format: This has the following options:
  • Text: Select to allow the entry of text.
  • Number: Select to allow numerical entries.
  • Currency: Select to allow the system to enter a currency symbol ($) for all numerical data entered.
  • Percent: Select to allow the system to place a percent symbol (%) behind all numerical data entered.
• Hidden: Select to show or hide the column from users.