How to Add an Initiative Template?

Initiative

For detailed information on setting up and deploying Initiative Planning, see the Initiative Planning Admin Guide.

1. Navigate to Maintenance > Templates > Template Setup.

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

3. Click the Add button.

4. For Template Type, select Initiative Template.

5. Enter a template code of your choice.

6. Enter a template name of your choice.

7. 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.

8. 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, 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.

9. 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.

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

11. Click the Template Columns tab. This is where you will configure Template Attribute/Summary Columns. See Template Line Types and Column Types.

12. For Attribute Columns, select the number of Attribute 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.

    • Decimal - Specify the number of decimals.

    • Formula - This field is optional. You can 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.

    • Lock - Select to lock or unlock the attribute column from budget users. Budget users may not enter or edit data in locked attribute columns.

13. 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.

14. Click the Segment Members tab. You can change Segment Member Sources (for Global Template Single Copy, Global Template Entity Copy, Allocation and Line item templates for the Default scenario). For example, if you have the Department segment set to 020 – HR, you can change this mapping and update the segment member selected. However, reporting currency default values may not be updated.

    • Segment - Displays the name of the segment.

    • Source- Select one of the following options, which determines how the segment is mapped for the input lines:

      • Control Panel - Select this option to have segments included in the budget entity definition default of the Control Panel. Click Allow to allow the control panel setting to be overridden.

      • Fixed Segment Member - Select this option to have segments with a fixed value for the entire template.

      • All Members - Indicates that the mapping for the respective definition is performed from the Template Input page along with the segment identified as a ‘Load’ segment. Note, a Load type segment is also a template segment.

      • Template Design Segment -Indicates that the mapping for the respective definition is performed from the template setup page.

      • Filtered Segment Members - Select for a dimension to select and map segment leaf-level members to the template.

      • Planning Control Panel Member - Select a Fixed source to enable this field to assign the fixed segment value to the template.

      • Allow Destination Account Setup - Available when the Control Panel source is selected and allows administrators to override the control panel setting.

15. Click Save and 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.