Block Templates
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Block Templates

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Article summary

Overview and Example of Block Templates

Block templates allow multiple segments to be displayed within the rows. It is used for budgeting against a "repeating block of lines" for a selected dimension member (in the example below the dimension member is Project). This could be any selected dimension member such as Account or Project Line.

In the example below, the Project dimension is available with the following options:

  • Load Project - Open the Load dialog page to search for and select projects to load based on history information, current scenario, history or current scenario, or all of the above.

  • Delete Project - Delete a selected project from the template.

  • Budgeted Project - Open the Budgeted Segments dialog page to select and attach page level segment data to your spreadsheet / template selection.

  • Detach Project - Detach (but not delete) a selected project from the template.

  • Detach All Project - Detach (but not delete) all projects from the template.

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