Understanding Template Input and View Modes

Before adding, setting up and designing a template, decide on the type of template required. Depending on the planning needs there are several template types available. Different template types can be viewed here. The template has two modes:

• Input
• View

Input Mode

Where to Enter Template Data?

Data may be input in the white cells of a template as shown below. 

Views

Different layouts of a template can be created and saved in Views. The scope of a View can depend on the different use cases to address using the template. When sharing layouts with an end-user, it will help them focus on the data they want to see, hiding any unnecessary data.

While creating a View, hiding any row(s) or column(s) or filtering of columns can be done based on the use case and saved to the View.

How to Access the View Option?
To use the view option, do the following:

1. Navigate to Structured Planning to open the Planning Control Panel 
2. Select a Budget entity from the Budget Hierarchy pane.
3. Select the required template from the Template pane.
4. From the right pane, click Input under the Template Workflow section in the Actions tab. The selected template data is displayed.
5. Access the View option from the top menu bar.

How to Create a New View?

Perform the following steps to create a new View:

1. Navigate to Structured Planning to open the Planning Control Panel.
2. Select a Budget entity from the Budget Hierarchy pane.
3. Select the required template from the Template pane.
4. From the right pane, click Input under the Template Workflow section in the Actions tab. The selected template data is displayed.
5. Click the View option on the top menu bar in a template.
6. Select the Create a New View option from the list.
7. Provide a unique name for the View in the Enter View Name field, and do the following:
   1. Filter the required column
   2. Hide the required row(s) and column(s)
8. Click Save View. The saved view is listed in the Views list.
   Note:

   Use the Reset option to undo the changes made in that view till that point.

Click the View option in the menu bar and click on the required view from the list to see previously created views.

How to Manage Views?

To edit or delete any View that was already created, perform the following steps:

1. Navigate to Structured Planning to open the Planning Control Panel.
2. Select a Budget entity from the Budget Hierarchy pane.
3. Select the required template from the Template pane.
4. From the right pane, click Input under the Template Workflow section in the Actions tab. The selected template data is displayed.
5. Click the View option on the top menu bar in a template.
6. Select the Manage Views option from the list. The list of already created views is displayed.
7. To delete any view, click the delete icon adjacent to that respective view.
8. To edit any view, click the edit icon adjacent to that respective view, and do the required updates.

Subline Validation

This feature checks every main template line against associated sublines and verifies the data matches. If the data does not match, template lines are highlighted in red. The Subline Validation report is a Standard Report. Admin users can access Standard Reports by navigating to Maintenance > Report Admistration > Standard Reports. 

1. Select the Subline Validation Report, click More, and select Deploy to make the report available to users. 
2. The report can be run from this interface in addition to the Template interface. 
3. When the Subline Validation Report is run, a prompt to select a scenario, entity, template, and fiscal year will populate.
   

Validation Report

Run the Subline Validation report to view all Subline discrepancies between sublines and main lines for a template. To access the report, open a template in View or Input mode. Click the More list-box and select Validation Report.

View Cell Updates

View the history of the data changes on the source data available in the templates. Double-click on any record from the template to view the history. The history contains information like dimension intersection details, who changed the data, the timestamp of the data change, and the details about the changes.

This functionality applies only when the Ivy framework is enabled in the application. Contact Planful Support to enable Ivy in your Sandbox application.

Templates act as structures that hold budget data like scenarios, attributes, and entities. Design templates based on your business needs. Using the History feature verify the updates made to the source data in the templates. It provides information like who changed the data, the timestamp of the data change, and the details about the changes.

Select any cell in the template and the History toggle is displayed in the top right corner of the template. Enable the History toggle to view the history of the data.

Disable the history toggle to stop the history view.

How to Open a Template in View Mode?

View mode does not allow you to make changes to the template. To open a template in View mode:

1. Navigate to Structured Planning to open the Planning Control Panel  
2. Select the budget entity in the budget hierarchy from the left pane.

3. Select the template in the middle pane.

4. Click the View action in the right pane.

What is View Mode Validation and How Do I Run It?

With View Mode Validation, checking if any values have changed since the last time the template was saved is easy. When a template is opened in View mode, it retrieves the values for all cells based on the last time it was saved. If a formula is defined in a template cell that references accounts, opening a template in View mode will display the value that was calculated and saved in the prior template version. This means that if the values of the referenced accounts change after the last time the template was saved, and the template is opened in View mode, the impact of the change as the template is not visible making the template, out of date. However, with View Mode Validation, checking if there are any of these types of discrepancies is made easy.

Open a template in View mode from the Planning Control Panel. Click the More menu and select the View Mode Validation option. The data in the template that is not up-to-date is highlighted in red.