Initiative Template Setup

To design/setup an Initiative template you'll need to map categories (that are mapped to expense and revenue accounts) to the Expenses and Revenues sub-templates. When an end-user adds an initiative via the Input template page accessed via the Planning Control Panel, the end-user will have to budget for that initiative. Budgeting is done with sub-templates for each added initiative.

For example, let's say you have an initiative to bake a cake. There are two sub-templates associated with this initiative, one to log expenses and the other to log revenue earned. So, on the Expenses sub-template, you enter details like the cost to buy the sugar, butter, and all the ingredients for the cake. On the Revenues sub-template, you enter the money made selling slices of the cake.

To perform the Initiative template setup, do the following:

1. Navigate to Maintenance > Templates > Template Setup.
2. Select the Initiative Template added earlier.
3. Click Setup > Template Setup. Notice that the categories set up on the Line Item Category page are available for mapping.

There are three tabs:

Category Setup

1. In the Unmapped Account Categories pane, select categories to add to the revenue and expense account sub-template panes. Initiative Planning recognized 2 account categories; revenue initiatives and expense initiatives. When you added categories (on the Line Item Category page), you mapped accounts to the categories, which is where initiative planning revenue and expenses will be posted.
2. Click Save to confirm your changes.

Entity Mapping

1. Click the Entity Mapping tab and map the template to a budget entity or entities. Search for the entities you wish to map the template and use the arrow to move the selected entities under the Mapped Entities pane.
   
   
2. Click Save to confirm your changes.

Additionally, you can use the Entity Report option to view all of the entities mapped to the initiative template.

You can also filter to narrow down your search results using the Apply Filter option and export the entity report using the Export to Excel and the Print options. However, you can also perform the same entity mapping using the Entity Mappings option.

Approval Role

You can assign the approval role to the template. Provide the following actions to be performed based on the approval role.

• All: Allow the approval role to perform all template actions (input, view, mark complete, mark not complete).
• Input: Allow the approval role to open Initiative templates in Input mode and to enter data.
• View: Allow the approval role to open Initiative templates in Read Only mode.
• Mark Complete: Allow the approval role to mark templates Complete. Once a template is complete, it cannot be opened in Input mode until marked Not Complete.
• Mark Not Complete: Allow the approval role to remove the Complete status for a selected template and allow the template to be opened in Input mode.

You can also assign the approval roles from the Approval Role tab under the User & Role Management area. You can also assign the Initiative Approval Actions for the approval role. 

The list of initiative approval actions is explained below:

• All: Allow the approval role to perform all initiative template actions.
• Forward: Allow the approval role to forward selected initiatives.
• Send Back: Allow the approval role to send back forwarded initiatives.
• Approve: Allow the approval role to approve initiatives.
• Reset: Allow the approval role to reset initiatives to a status of Work in Progress. All initiatives can be reset even if they are approved.