Track the Shared Templates
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Track the Shared Templates
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Article Summary
This article explains how to monitor the progress of shared templates using the Track feature in Structured Planning. It guides users in viewing template statuses (Done or In Progress) and identifying which users are associated with each status across selected budget entities.
You can use the Track feature to view the status of the budget managers working on each shared template. This feature lists all the templates you have shared with the budget managers, and you can view the status of budget managers working on each of those templates.
You can click on any status to view the details of the budget managers who are in that status.
Note
You can track the entities only at the leaf level and rollups that contain leaf-level entities.
In Practice: Track Shared Templates
Log in to the application and click the Structured Planning icon from the side menu.
Select a Scenario.
Select the required Budget Entity from a leaf-level or a rollup level above leaf-level entities.
Click Track, and the Track screen appears. It displays the list of templates associated with the selected budget entity. All the shared templates are associated with some status.
You can click on the respective status (Done or In Progress) to know the details of the budget managers in that status.
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