Template Column Types

Template Column Types

Attribute columns and summary columns are commonly used in budget templates.

Attribute columns are used to input the information related to the account/line. These values can be used in the template calculations. Attribute columns appear before spread code columns. You can have a maximum of 10 attribute columns per template. Administrators can lock/unlock these columns.

To learn about adding attribute columns, click here.
To learn about deleting attribute columns, click here.

Summary columns are used to add totals, averages, and variance calculations for variance template lines. Summary columns appear after the detailed budget input columns. You can have a maximum of 5 summary columns per template.

Global Templates:

• Attribute columns:

  • Admin users can lock/unlock the templates in template setup.

  • Formatting can be applied (such as, text color, lock/unlock, background color) at the level of individual cells under these columns.

  • Global fields are mapped under the attribute columns for specific template lines.

  • Attribute columns can be added at any phase of the template life cycle.

• Summary columns:

  • Can be added in any phase of the template life cycle.

  • Summary columns are in a Lock state for this type of template.

Capital Templates:

• Attribute columns:

  • Appear based on the ‘Capital Budgeting Criteria’ setup during application configuration.

  • Six attributes are available by default with the ability to add up to 10 attributes (including the 6 default columns):

    1. Purchase Month

    2. Depr. Start Month

    3. Units

    4. Rate

    5. Amount

    6. Asset Life

  • Users can not add/edit attributes once a capital template finance mode is defined.

  • No formatting options for attribute columns.

• Summary columns:

• Add summary columns in any phase of the template life cycle.

• Summary columns are in a Lock state for this type of template.

Block Templates:

• The number of attribute columns can not be changed once the template is defined.

• No formatting options for attribute columns.

• No summary columns available for this template type.

HR Templates:

• Attribute columns:

  • Admin users can lock/unlock the templates in template setup.

  • Formatting can be applied (such as, text color, lock/unlock, background color) at the level of individual cells under these columns.

  • Global fields are mapped under the attribute columns for specific template lines.

  • Attribute columns can be added in any phase of the template life cycle.

• Summary columns:

• Add summary columns in any phase of the template life cycle.

• Summary columns are in a Lock state for this type of template.

Allocations Template:

• Attribute columns:

  • Admin users can lock/unlock the templates in template setup.

  • Formatting can be applied (such as, text color, lock/unlock, background color) at the level of individual cells under these columns.

  • Global fields are mapped under the attribute columns for specific template lines.

  • Attribute columns can be added in any phase of the template life cycle.

• Summary columns:

• Add summary columns in any phase of the template life cycle.

• Summary columns are in a Lock state for this type of template.

Initiative Template:

• Attribute columns:

  • Admin users can add/edit the attribute columns in any phase of the template life cycle.

  • Attribute columns are in an ‘Unlock’ state for this type of template.

• Summary columns:

  • Add/edit the summary columns in any phase of the template life cycle.

  • Summary columns can be in an ‘Unlock’ state for this type of template.

Line Item Template:

• Attribute columns:

  • Add/edit the attribute columns in any phase of the template life cycle.

  • Attribute columns are in an ‘Unlock’ state for this type of template.

• Summary columns:

  • Add/edit the summary columns in any phase of the template life cycle.

  • Summary columns can be in an ‘Unlock’ state for this type of template.