Template Line Types and Column Types

Template Line Types

Column 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

Template Column Types

Attribute columns and summary columns are commonly used in budget templates.

Attribute columns are used to input the information related to the account/line. These values can be used in the template calculations. Attribute columns appear before spread code columns. You can have a maximum of 10 attribute columns per template. Administrators can lock/unlock these columns.

Summary columns are used to add totals, averages, and variance calculations for variance template lines. Summary columns appear after the detailed budget input columns. You can have a maximum of 5 summary columns per template.

Global Templates:

• Attribute columns:

  • Admin users can lock/unlock the templates in template setup.

  • Formatting can be applied (such as, text color, lock/unlock, background color) at the level of individual cells under these columns.

  • Global fields are mapped under the attribute columns for specific template lines.

  • Attribute columns can be added at any phase of the template life cycle.

• Summary columns:

  • Can be added in any phase of the template life cycle.

  • Summary columns are in a Lock state for this type of template.

Capital Templates:

• Attribute columns:

  • Appear based on the ‘Capital Budgeting Criteria’ setup during application configuration.

  • Six attributes are available by default with the ability to add up to 10 attributes (including the 6 default columns):

    1. Purchase Month

    2. Depr. Start Month

    3. Units

    4. Rate

    5. Amount

    6. Asset Life

  • Users can not add/edit attributes once a capital template finance mode is defined.

  • No formatting options for attribute columns.

• Summary columns:

• Add summary columns in any phase of the template life cycle.

• Summary columns are in a Lock state for this type of template.

Block Templates:

• The number of attribute columns can not be changed once the template is defined.

• No formatting options for attribute columns.

• No summary columns available for this template type.

HR Templates:

• Attribute columns:

  • Admin users can lock/unlock the templates in template setup.

  • Formatting can be applied (such as, text color, lock/unlock, background color) at the level of individual cells under these columns.

  • Global fields are mapped under the attribute columns for specific template lines.

  • Attribute columns can be added in any phase of the template life cycle.

• Summary columns:

  • Add summary columns in any phase of the template life cycle.

  • Summary columns are in a Lock state for this type of template.

Allocations Template:

Attribute columns:

• Admin users can lock/unlock the templates in template setup.

• Formatting can be applied (such as, text color, lock/unlock, background color) at the level of individual cells under these columns.

• Global fields are mapped under the attribute columns for specific template lines.

• Attribute columns can be added in any phase of the template life cycle.

• Summary columns:

• Add summary columns in any phase of the template life cycle.

• Summary columns are in a Lock state for this type of template.

Initiative Template:

• Attribute columns:

  • Admin users can add/edit the attribute columns in any phase of the template life cycle.

  • Attribute columns are in an ‘Unlock’ state for this type of template.

• Summary columns:

  • Add/edit the summary columns in any phase of the template life cycle.

  • Summary columns can be in an ‘Unlock’ state for this type of template.

• Line Item Template:

  • Attribute columns:

    • Add/edit the attribute columns in any phase of the template life cycle.

    • Attribute columns are in an ‘Unlock’ state for this type of template.

  • Summary columns:

    • Add/edit the summary columns in any phase of the template life cycle.

    • Summary columns can be in an ‘Unlock’ state for this type of template.