Setup/Design the Initiative Template

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.

It's Just Like Baking a Cake

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 Initiative template setup:

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.

4. On the Mappings page, ensure you are on the Category Setup tab. In the Unmapped Account Categories pane, select categories to add to revenue and expense account sub template panes. In the example below, the RB-Revenue category is added to the Revenues pane and the RB - Expense category is added to the Expenses pane. Initiative Planning recognized 2 account categories; revenue initiatives and expense initiatives. When you added categories (one the Line Item Category page), you mapped accounts to the categories, which is where initiative planning revenue and expenses will be posted.

5. Click the Entity Mapping tab and map the template to a budget entity or entities.

6. Click the Approval Role tab. 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.

7. Click Save.