Understanding Line Item Template Setup

Set up Line Item Categories, which is where you specify accounts to include in your budget. Line Item templates are mostly user driven. Administrative users identify the budget line items that can be budgeted in a selected template.

Some examples of line item categories are provided below.

In this example, the category is called Revenue and sales accounts are mapped

In this example, the line item category is called OpEx and it includes all operating expense accounts for an entity

To set up line Item Categories:

1. Navigate to Maintenance > Templates > Template Setup.

2. Click Line Item Category.

3. Click Add.

4. On the Add Line Item Category page enter a code and name to identify the line item category.

5. Now, map accounts you want included in your budget. To do so, select the account in the Unmapped Accounts pane and click the forward arrow.

6. Continue to set up as many line item categories as needed.

7. Click Save.

Once Line Item Categories are set up, you'll perform template set up. 

To set up a Line Item Template:

1. Navigate to Maintenance > Templates > Template Setup.

2. Select the template and click Setup > Template Setup.

3. Select the line item categories you want in your template definition.

4. Click Save.

Notice how the line item category accounts match the accounts loaded to the WBS - Outlining Project Costs template.