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    Understanding Initiative Template Setup
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    Understanding Initiative Template Setup

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    • PDF

    Article summary

    When you click the Template Setup button on the Template List page for Initiative Templates, the Mappings page is opened versus the Template Setup page. Use this page to map accounts to revenue and expense sub-categories or templates. The revenue and expenses represent those generated by initiatives.

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

     


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