Template Start and End Dates
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Template Start and End Dates

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Article summary

You can have start and end dates for each period in the following template types.

  • Global Template Single copy
  • Global Template Entity copy
  • Allocation Template
  • Line item Templates

Start date and End date values for each period will be populated on the template lines which are hidden. You can retrieve and use the start and end dates of any given budget period using the following named range values in the date based template formulas:

  • Periodstartdate – returns the start date of the selected budgeted period when used in a template formula.
  • Periodenddate – returns the end data of the selected budgeted period when used in a template formula.

Detailed information on Initiative Budgeting is available in the Initiative Planning.


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