Template and Template Line Seeding

The information below describes the functionality when Copy Actual Data From Closed Periods is set to NO.

What is and isn't seeded when seeding the following template types:

• Global Template Single Copy

• Global Template Entity Copy

• Block - global field and Subline functionality is not applicable for Block templates

Seeding Options Selected on the Scenario Add Page - Data Seeding Tab

Seed all from Reference Scenario

With these options selected, all data is seeded for all matching periods.

Line types for these seeding selections are seeded as follows:

Lines with Account Mapping - Seeds from Seed Data From selection.

Lines without Account Mapping - Seeds from Seed Data From selection for open, closed and history periods.

Calculated Lines with Account Mapping - Formula and result seed from Seed Data From selection for open periods. For closed periods and history lines in Forecast scenarios, data seeds directly from the Destination Account associated with the template line versus the Seed Data From scenario. For example, if you have a calculated line linked to a destination account, the destination account details will seed versus the formula. Let's say you have a Calculated (CALC or C) line in an Operating Expense template you are seeding data from. Calculated lines have a calculation formula defined for the row. Calculated lines with a mapping have a Destination Account linked. When seeded, the formula and result of the calculation seed from the Seed Data From scenario (selected on the Scenario Add page) for open periods. For closed periods and history lines in Forecast scenarios, the result of the account mapping completed during template setup is seeded. If no account mapping, Actual data is seeded.

Calculated Lines without Account Mapping - Formula and result seed from Seed Data From scenario selection for open, closed and history periods.

Global Fields - Seeds from Seed Data From selection.

Spreads - Spread value and code seeds from Seed Data From selection.

Reference Account - Seeds from Seed Data From selection.

Reference Cube - Seeds from Seed Data From selection.

Other History Periods - Seeds based on History Reference scenario mapping by period.

Run Simulation Engine? - No

Template types and related lines for these seeding selections are seeded as follows:

Capital Templates/Capital Template Type Lines - For Capital templates, data and formulas entered in budget periods is seeded to closed periods for a Forecast scenario. Global fields, spreads, and sublines are not applicable for Capital template types.All data seeded for all matching periods.Justifications and notes seeded from the Seed Data From scenario. The template structure is seeded along with all assets and associated asset details (i.e. data for capital expenditure accounts). Calculated line formulas will be seeded as part of the template structure.

Initiative Templates/Initiative Template Type Lines - All data seeded for all matching periods.Global fields, spreads, and sublines are not applicable for Initiative template types.

• Initiative Assets - S Seeds from Seed Data From selection.

• Initiative Expense Line Item Categories - Seeds from Seed Data From selection.

• Initiative Revenue Line Item Categories - Seeds from Seed Data From selection.

• Initiative Approval Workflow History - Seeds from Seed Data From selection.

• Initiative Approval Workflow - Seeds from Seed Data From selection.

• User -Define Initiative Attributes - Seeds from Seed Data From selection.

HR Template/HR Template Type Lines - All data seeded for all matching periods. Global fields, spreads, and sublines are applicable for template based HR types in the compensation tabs.

• Compensation Data - Data and structure seeded from Seed Data From scenario.

• Employee and Employee Type Details - Seeded from Seed Data From scenario.

• Lines with Account Mapping - Seeded from Seed Data From scenario.

• Lines without Account Mapping - Seeded from Seed Data From scenario.

• Calculated Lines with Account Mapping - Seeded from Seed Data From scenario.

• Calculated Lines without Account Mapping - Seeded from Seed Data From scenario.

Select Reference Scenario

With these options selected, all data is seeded from the Reference scenario including templates (but not notes, sublines, or dynamic journals).

Line types for these seeding selections are seeded as follows:

Lines with Account Mapping - Seeds from Reference Scenario selection.

Lines without Account Mapping - Seeds from Reference Scenario selection for open, closed and history periods.

Calculated Lines with Account Mapping - Formula and result seed from Reference Scenario selection for open periods. For closed periods and history lines in Forecast scenarios, data seeds directly from the Destination Account associated with the template line versus the Seed From Scenario. For example, if you have a calculated line linked to a destination account, the destination account details will seed versus the formula.

Calculated Lines without Account Mapping - Formula and result seed from Reference Scenario scenario selection for open, closed and history periods.

Global Fields - Seeds from Reference Scenario selection.

Spreads - Spread value and code seeds from Reference Scenario selection.

Reference Account - Seeds from Reference Scenario selection.

Reference Cube - Seeds from Reference Scenario selection.

Other History Periods - Seeds based on History Reference scenario mapping by period.

Run Simulation Engine? - No

Template types and related lines for these seeding selections are seeded as follows:

Capital Templates/Capital Template Type Lines - For Capital templates, data and formulas entered in budget periods is seeded to closed periods for a Forecast scenario. Global fields, spreads, and sublines are not applicable for Capital template types. Justifications and notes seeded from the Reference scenario. The template structure is seeded from the Reference scenario with associated assets and asset attributes (such as purchase month, depreciation start month, units, rate, amount, etc.), which will seed as budgeted in the source scenario. Calculated line formulas will be seeded as part of the template structure.

Initiative Templates/Initiative Template Type Lines - Seeded from the Reference scenario. Global fields, spreads, and sublines are not applicable for Initiative template types.

• Initiative Assets - Seeded from Reference scenario.

• Initiative Expense Line Item Categories - Seeded from Reference scenario.

• Initiative Revenue Line Item Categories - Seeded from Reference scenario.

• Initiative Approval Workflow History - Seeded from Reference scenario.

• Initiative Approval Workflow - Seeded from Reference scenario.

• User -Define Initiative Attributes - Seeded from Reference scenario.

• Compensation Data - Data and structure seeded from Reference scenario.

• Employee and Employee Type Details - Employee and employee type detail seeded from the Reference scenario

• Lines with Account Mapping - History and Closed periods data will be seeded based on destination account mapping. Budget periods data will be seeded from the Reference scenario

• Lines without Account Mapping - Data will be seeded from the Reference scenario for History, Closed and Budget periods.

• Calculated Lines with Account Mapping - History, and Closed periods data will be seeded based on destination account mapping. Budget periods data will be seeded from template setup.

• Calculated Lines without Account Mapping - Data will be seeded from the template setup.

Varying Scenario and Period Selection

With these options selected, all data is seeded from the Reference scenario including templates, notes, sublines, and journals if selected.

Line types for these seeding selections are seeded as follows:

Lines with Account Mapping - Seeds data from the mapped period (for the scenario periods).

Lines without Account Mapping - Seeds from Reference Scenario selected. For closed periods and history lines, Actual data is seeded

Calculated Lines with Account Mapping - Formula and result seed from the Reference Scenario selection. For closed periods and history lines in Forecast scenarios, data seeds directly from the Destination Account associated with the template line versus the Seed From Scenario. For example, if you have a calculated line linked to a destination account, the destination account details will seed versus the formula.

Calculated Lines without Account Mapping - Formula and result seed from the Reference Scenario. For closed periods and history lines, Actual data is seeded.

Global Fields - Seeds from Reference Scenario selection.

Spreads - No Spread code or value seeded when the account mapping is defined.

Reference Account - Seeds from Mapped scenario periods.

Reference Cube - Seeds from Mapped scenario periods.

Other History Periods - Seeds based on History Reference scenario mapping by period.

Run Simulation Engine? - Yes

Template types and related lines for these seeding selections are seeded as follows:

Capital Templates / Capital Template Type Lines- For Capital templates, data and formulas entered in budget periods is seeded to closed periods for a Forecast scenario. Global fields, spreads, and sublines are not applicable for Capital template types. Varying Scenario and Period Selections data seeding is not applicable for Capital templates. So no data seed happens by period. ONLY the template structure will seed from the Reference scenario to the target scenario.

Initiative Templates/Initiative Template Type Lines - Varying Scenario and Period Selections data seeding is not applicable for Initiative templates. So, no data seed happens by period. ONLY the template structure will seed from the Reference scenario to the target scenario

Initiative Assets.

• Initiative Assets - Template structure seeded only. Initiative assets not seeded.

• Initiative Expense Line Item Categories - Template structure seeded only. Initiative expense line item categories not seeded.

• Initiative Revenue Line Item Categories - Template structure seeded only. Initiative revenue line item categories not seeded.

• Initiative Approval Workflow History - Template structure seeded only. Initiative approval workflow history not seeded.

• Initiative Approval Workflow - Template structure seeded only. Initiative approval workflow not seeded.

• User -Define Initiative Attributes - Template structure seeded only. Initiative user-defined attributes not seeded

Reference Scenario with Overlapping Periods

When the template structure does not match or there are overlapping periods, the application automatically adjusts template structure and formulas so that the structure of the first year in the source scenario matches the structure in the target (new) scenario. For example, let’s say you have a scenario called Forecast 2018. Forecast 2018 starts in 2018 and ends in the year 2020. Now, you want to create a new scenario called Forecast 2019, which starts in the year 2019 and ends in 2021. You want to seed the data and the template structure from Forecast 2018 to Forecast 2019. The result is shown below. Data from the Forecast 2018 scenario, year 2018 seeds to year 2019 of the Forecast 2019 scenario. Year 2019 in the source seeds to 2020 in the target. And, 2020 in the source seeds to 2021 in the target. 

To seed a scenario where there are overlapping periods, see the How to Seed Overlapping Periods section.

How to Seed Overlapping Periods

Access the Scenario Add or Edit page by navigating to Maintenance > Admin > Scenario Setup. Click the Add or Edit button. Select the option when adding a scenario. Then, select the source scenario and period. Save the scenario and run the Simulation Engine.