Description of Fields on the Template List Page

Description of Fields on the Template List Page

Add - Add a template. The Default scenario must be selected to enable the Add button as all templates must first be added to the Default scenario and then mapped to other scenarios.

Delete -

• Delete a selected template. When templates are mapped to a locked scenario, they cannot be deleted. The Delete button is not available for locked scenarios to ensure data integrity.

• When deleting templates, the system automatically checks to see which template-entity combinations contain data. A list of template-entity combinations that contain data is displayed. You can opt to continue with the deletion or cancel the deletion.

Setup > Template Setup -
Access the Template Setup page to design the template. Template Setup fields and functions are available based on the template type selected.

Setup > Spread Setup -
Spreads allow you to spread a value based on a defined spread pattern across time periods. For example, if you want to spread $1000 over 10 periods evenly, the system will spread $100 to each of the 10 periods.

Define spread methods for the template using the Spread Setup page. Based on the spread method selected by the budget end-user when in Template Input mode in the Planning Control Panel, data is distributed from the total column to the related periods.

Mappings - You must map a template to a scenario and an entity to make it available in the Planning Control Panel. For example, map a new inventory budget entity to a Capital template to depreciate and amortize assets.

• Entity Mapping - Map entities to the template.

• Global Field Mapping - Optionally, map global fields for used in budget and forecast calculations.

• Template Mapping - Available for non-default scenarios and provides a list of templates to map to a scenario.

More > Copy to Default Scenario - Available when you select a scenario besides Default. Click to copy template information back to the Default scenario.

More > Lock - Lock the template to prevent other users fro entering data. Or, unlock the template to allow data entry.

More > Attach Documents - Attach documents to the template for users to access when performing budget input. End users can open attached documents and perform a document search.

More > COA Segment Defaults - Available within the Default scenario to define the default segment members for all templates. On the COA Segment Defaults page, the Segment list is populated based on the segments defined for the template selected. For Default, select a default member for each segment.

More > Define Time Sets -
Time Sets allow budget input at a selected time period frequency in a budget template for each budget input year. This flexibility allows you to create templates with accurate operational plans and provide a means for long term strategic planning.

Time period frequencies include Year, Quarter and Month. A time set definition (i.e. Month, Quarter, Quarter, Year, Year, Year) determines the template column structure for allowed budget input periods.

Let’s say you have 6 Budget input years. The template is defined with the following time set definition:

• Year 1 - Month = 12 periods

• Year 2 - Year = 1 period

• Year 3 - Quarter = 4 periods

• Year 4 - Quarter = 4 period

• Year 5 - Year = 1 period

• Year 6 - Year = 1 period

The template will have 23 Budget input periods (assuming 12 month periods in a fiscal year).

Scenario - Select a scenario to map templates to.

Lock / Unlock / Delete / Copy - Select multiple templates from the Template List page and perform the following actions; Lock, Unlock, Delete, andCopy back to default scenario. Locked templates can't be modified by users.

Entity Dependent - If Yes, the template has dependent entities.

Sign Reversal - - If Yes, the credit type accounts are displayed and entered opposite the sign they are stored.