Template List Application Page

The Template List page is where the addition and set up of templates begins. Access the Template List page to create and design templates by navigating to Maintenance > Templates > Template Setup. Familiarize yourself with the fields and functionality on the Template List page.

Description of Fields on the Template List Page

Add

The Default scenario must be selected to enable the Add button as all templates must first be added to the Default scenario and then mapped to other scenarios.

Delete

When templates are mapped to a locked scenario, they cannot be deleted. The Delete button is not available for locked scenarios to ensure data integrity. When deleting templates, the system automatically checks to see which template-entity combinations contain data. A list of template-entity combinations that contain data is displayed. You can opt to continue with the deletion or cancel the deletion.

Setup:

Template Setup:

The Template Setup page is where you will design the template; including the data that will appear and how it will appear, the cells in which users can enter data, and the appearance of the template.

Spread Setup:

Spreads allow you to spread a value based on a defined spread pattern across time periods. For example, if you want to spread $1000 over 10 periods evenly, the system will spread $100 to each of the 10 periods.

Define spread methods for the template using the Spread Setup page. Based on the spread method selected by the budget end-user when in Template Input mode in the Planning Control Panel, data is distributed from the total column to the related periods.

See: Setting Up and Using Spreads in Templates

Mappings

Map a template to a scenario and an entity to make it available in the Planning Control Panel. For example, map a new inventory budget entity to a Capital template to depreciate and amortize assets.

• Entity Mapping - Map entities to the template.

• Global Field Mapping - Optionally, map global fields for used in budget and forecast calculations.

• Template Mapping - Available for non-default scenarios and provides a list of templates to map to a scenario.

More

Copy to Default Scenario:

This selection is available when you select a scenario besides Default. Click this selection to copy template information back to the Default scenario.

Lock:

This selection allows you to lock the template to prevent other users fro entering data. Or, unlock the template to allow data entry.

Attach Documents:

Attach documents to the template for users to access when performing budget input. End users can open attached documents and perform a document search.

COA Segment Defaults:

This option is available within the Default scenario to define the default segment members for all templates. On the COA Segment Defaults page, the Segment list is populated based on the segments defined for the template selected. For Default, select a default member for each segment.

Define Time Sets:

Time Sets allow budget input at a selected time period frequency in a budget template for each budget input year. This flexibility allows you to create templates with accurate operational plans and provide a means for long term strategic planning.

Time period frequencies include Year, Quarter and Month. A time set definition (i.e. Month, Quarter, Quarter, Year, Year, Year) determines the template column structure for allowed budget input periods.

Let’s say you have 6 Budget input years. The template is defined with the following time set definition:

• Year 1 - Month = 12 periods

• Year 2 - Year = 1 period

• Year 3 - Quarter = 4 periods

• Year 4 - Quarter = 4 period

• Year 5 - Year = 1 period

• Year 6 - Year = 1 period

The template will have 23 Budget input periods (assuming 12 month periods in a fiscal year).

To define a time set:

1. Click the Add button on the Define Time Sets page.

2. Enter a name and code to identify the time set.

3. Select the number of years and the time period frequency for each year.

4. Click Save.

To set the default time set:

1. On the Define Time Sets page, select the time set that you want to be the default. This means that when you add a template and select the Default Time Set option (shown below), it is applied unless you select Custom Time Set. 

2. Click Set Default. Notice that it displays in a red color.

Scenario

Select a scenario to map templates to.

Template selection

Select multiple templates from the Template List page and perform the following actions; Lock, Unlock, Delete, and Copy back to default scenario.

Template Label

The template label is a combination of the template code and name entered on the Add Template page.

Entity Dependent

If Yes, the template has dependent entities.

Template Type

See the Template Types topic.

Sign Reversal

If Yes, the credit type accounts are displayed and entered opposite the sign they are stored.

Locked

If Yes, the template can not be modified by users.