Add an Initiative Template

Navigate to Maintenance > Planning Templates > Template Setup.

Select the Scenario as Default Scenario. All templates must created on the Default scenario and then mapped to your scenarios of choice.

Click the Add button.

For Template Type, select Initiative Template.

Enter a Template Code (enter any code that correlates with your company's current identification practices).

Enter a Template Name (enter a descriptive and identifiable name).

Select the Entity Type for the template. This information is populated from the Entity Types set up in Hierarchy Management. Entity types are associated with the lowest level members of the budget hierarchy.

For Data Transfer select Apply Sign Reversal or No Sign Reversal. This selection works with the Debit/Credit field in the Natural Account segment. Debit accounts typically display data in the same sign as stored in the database. Credit type accounts typically store data in the opposite sign of that stored in the database. Therefore, a credit becomes a debit (or negative) in the database, but is displayed as a positive in reports and during input.

• Apply Sign Reversal - Select this option so that credit type accounts are displayed and entered opposite the sign they are stored.

• No Sign Reversal - Select this option to display and enter balances as they should be stored in the database.

For Line Code and Line Name Header , enter a code to identify the column and a label for columns with line names. These fields are optional. You can lock these fields so that users working on the template in the Planning Control Panel can't edit.

For Display Line Code, select the checkbox to display a separate column in the template for the line codes.

Click the Template Columns tab. This is where you will configure template Attribute and Summary Columns.

For Attribute Columns, select the number of columns you want to associate with the template. You can add up to 10 attribute columns.

• Header - Enter the column name for the attribute column.

• Width - Specify the column width. You may re-initiate template column widths from the template directly for any template type except for Initiative and Capital templates.

• Format:

  • Row Format - Allows for attribute values with varying formats

  • Text – Allows for text characters.

  • Number - Allows numerical values to be entered within the template.

  • Currency - Applies a currency symbol ($) to the first digit in each cell of the column.

  • Percent - Applies a percentage symbol (%) and allows users to enter numbers in a percent format.

For Summary Columns , by default, templates display a summary column to show the calculated year-to-date amounts. Up to 5 summary columns may be added to display other information.

Header - Enter the column name for the summary column.

Width - Select the column width.

Format:

Row Format - Allows for attribute values with varying formats.

Text – Requires a textual character.

Number - Requires numerical values to be entered within the template.

Currency - Applies a currency symbol ($) to the first digit in each cell of the column.

Percent - Applies a percentage symbol (%) and allows users to enter in a percent format.

Lock - Select to lock or unlock the attribute column to allow or not allow budget user input.

Formula - This field is optional. You may apply a formula to the column. The formulas entered here are not adjusted automatically to respective lines when opened from the Planning Control Panel if the formulas contain absolute reference conditions.

Decimal - Specify the number of desired decimals.

Click the Segment Members tab. You can't change Segment Member Sources for this template type.

Click Save and click the Back button to return to the Template List page. Or, click More > Template Setup to select the line item categories set up on the Line Item Categories page.