Planning Templates Guide

• For information on the Template Setup page accessed from the Template List page (under the Maintenance menu), click here.

• For information on Template Setup for the Finance Modes template accessed from the Assets menu, click here.

• For information on templates accessed via the Planning Control Panel in Input or View mode, click here.

Planning templates act as structures that hold budget data including scenarios, attributes, and entities. You will design templates based on your business needs. Once templates are setup, end-users input data for budgeting and forecasting purposes via the Planning Control Panel.

Most templates resemble an Excel spreadsheet. Design your templates by linking template lines to other accounts to extrapolate data, use calculations and formulas to retrieve data from an intersection in the reporting cube, add notes to prompt end-users, add colors and borders to the template, and much more.