Template Line Types

Template Line Types

When you design a template, there are several line types you can apply; H, L, C, RC, RA, DA, and N. Each of these lines types is described below.

L
Indicates there are sublines. Subline details allow budget end-users to itemize any account on the template input page accessed from the Planning Control Panel.

C
The row is designated as Calculated and you can add calculations and formulas.

Formulas are typically used in templates to calculate items and look up values. A table with commonly used template formulas is provides below.

H
Indicates the line is a header line. These lines are not editable for end-users. You might use this line type to enter notes for end-users or to format the template and even to add additional spacing.

N
Indicates notes are attached to the line. Notes might provide additional detail on the line or instructions to the end-user.

RA
RA stands for Reference Account and indicates another account is referenced for that template line. For example, you might have a payroll account referenced from an Workforce template line.

By default, blank cells are displayed for zero value Reference Account lines.

DA
DA stands for Destination Account and indicates that template line is mapped to a segment combination. Destination accounts are used to save budget or forecast data entered or calculated in a selected budget template against a General Ledger account.

RC
RC stands for Reference Cube and indicates the line references data from the reporting cube. For example, the line displays a total from data that was looked up. The results is total revenue for all sales departments in a legal entity.

See Reference Cube for information on why and why to use this type of line in a template