Template Types

Budget templates act as structures that hold budget data including scenarios, attributes, and entities. You will design templates based on your business needs. Once templates are setup, end-users input data for budgeting and forecasting purposes via the Planning Control Panel. Most templates resemble an Excel spreadsheet. Design your templates by linking template lines to other accounts to extrapolate data, use calculations and formulas to retrieve data from an intersection in the reporting cube, add notes to prompt end-users, add colors and borders to the template, and much more.

Before you add and setup/design a template, you have to decide what type of template you need. There are several template types available based on what type of planning you are doing. For example, if you're budgeting for assets, you'll use the Capital template type, for HR, you'll use the Workforce Planning, and so on. Read all about template types below.

Line Item Template

This template type has a format that is not predefined, which allows budget users to select from a group of items to include in a budget. Line item categories are used for line item template type and allow you to specify accounts to include in your budget. A line item budget groups, or categorizes, individual items and lists each item in a category.

For example, you could list "rental expenses" for the year as $1,000.00. But, a line item budget would break down the total under "rental expenses" to show, for example, car rental $600, boat rental $400, and so on. The total will equal $1,000.

HR Template

This template type is used for budgeting detailed payroll related expenses at the responsibility center level. Human Resource (HR) budgets are part of an enterprises' operational budget. HR Budgets allow a detailed level of organization for all budgets related to human resources.

For example, an HR Template with compensation lines for employees, with compensation lines divided by compensation type such as FTE salaries, 401k, e-Demedical insurance costs, and so on.

Workforce Planning

This template type is used to set up employees by planning entity, set up allocations, employee positions and salary calculations.

Capital Template

This template type is used for entities with new assets and the depreciation and accumulation amortization on existing assets. Capital Budgeting allows you to budget for capital assets and expenditures. A Capital Budget consists of the total costs and maintenance fees planning for your company's fixed assets. Information is provided in the Capital Planning Admin Guide as template setup includes adding assets, asset categories, and finance modes. In addition, you will set up finance mode templates.

See: Capital Planning

Initiative Template

This template type allows budget users to budget for initiatives (discretionary items) outside of the department's budgets. Initiatives are a key set of building blocks for constructing a budget request. The Budget office will rely upon this information to evaluate the request. Initiatives organize and describe proposed cost changes in a way that highlights budget decisions. When you click the Template Setup button on the Template List page for Initiative Templates, the Mappings page is opened versus the Template Setup page. Use this page to map accounts to revenue and expense sub-categories or templates. The revenue and expenses represent those generated by initiatives.

For detailed information on setting up and deploying Initiative Planning, see the Initiative Planning.

Block Template

This template type is used for budgeting against a “repeating block of lines” for a selected dimension member. The block template can be used against all budget entities created based on chart of account segments as well as attribute-based budget entities. When the block template is used with attribute-based budget entities, the dimensions are filtered based on attributes.

See: Template Examples

Global Template Single Copy

Use identical templates with no option for variation. With this option, changing the global template automatically changes the template for all entities.

See: Template Examples

Global Template Entity Copy

A sub type of Global Template. Used as a starting point to build templates for each budget entity (responsibility center) through Global Processing of the templates. This template type allows administrative users to modify the template for a selected entity in an isolated manner without impacting the templates of other entities that use the same template.

Allocation Template

This template type distributes or allocates amounts to other budget entities. For example, you might select an even allocation, which distributes $100 dollars from a specified allocation account designated entities or descendants / children. Allocations can be performed for all entities (example: USD (Common Currency) or Non-USD (Local Currency) entities). For Non-USD entities, local currency is calculated using exchange rates when the allocation template is saved.

Subline Template

This template type allows end-users to budget for lines in a template. The ability for end-users to do this is determined during template setup by selecting a LINE type as shown below.

When budget end-users access a template (such as a Global Template Single Copy) via the Planning Control Panel and click the L, the Sub Lines Template is launched as shown below. Now, end users can add lines, formulas, and perform more detailed budgeting for that line item.

Once data is saved in a subline (against a template line), the L appears in red with a green background as shown below.