Planning Templates

The Templates section allows you to define, customize, and manage the crucial components for effective planning and forecasting. These options enable you to tailor the planning templates to meet organizational needs.

Below are the descriptions of each option available in the Planning Templates section: 

• Global Fields: Add, edit, or delete Global Fields, which are used in planning and forecast calculations in templates. Global values are pulled automatically by system-defined formulas within the planning templates based on the associated planning entity and scenarios. 
• Line Item Category: Add, edit, and delete line item categories, which are used for line item template types. Line item categories do not have a pre-defined format and allow you to specify accounts to include in your plan. 
• Attributes: Define, edit, and delete attributes you plan to map to initiatives for Initiative Planning purposes. Attribute columns store information related to an account or row and these values can be used in template calculations. 
• Template Setup: Use this page to set up the template structure such as lines, account mapping, formulas, and formatting. You may view and edit the framework of the template. Different fields are opened based on the type of template selected.