How to Make a Copied Template with a New Time Set Available for Budgeting

In order to make the copied template available for use in the forecast / budget process, map the templates to the respective plan (scenarios) and provide permission for users to perform budget input.

If you want to unmap an existing monthly plan (template) and use the time set based template in your current plan, its important to be aware of the following:

• The new time set template will not have any sublines defined in the source as it is a newly created template. You must manually input Subline data as needed.

• When you map the new time set based template to your running plan (scenario), there will be a change by period data seed option, which will display aggregated data for the budgets based on account mapping when multiple history lines exist or when the same account combination is budgeted from multiple sources. To work around this functionality:

  1. Delete all history mapping lines from the time set template to eliminate the possibility of input for the same accounts from multiple sources (including data loads in non-shared mode).

  2. Map the templates to the plan scenario.

  3. Run the Simulation process for the newly mapped time set template.

  4. Re-map the history lines as needed. Post data from other sources (like data load rules) if required.

  5. Run the Simulation process again for the new template and any dependent templates.