When and How to Map Global Fields to Templates for Budget Entity and Scenario
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When and How to Map Global Fields to Templates for Budget Entity and Scenario

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Article summary

When and How to Map Global Fields to Templates for Budget Entity and Scenario

Once you create global fields, enter values , and map to scenarios and budget entities, you need to map the global field to templates mapped to the scenario.

  1. Navigate to Maintenance > Templates > Template Setup.

  2. Select the scenario you mapped the global field to.

  3. Select the template you want to map the global field to.

  4. Click Mappings > Global Field Mapping. Note that global fields must be enabled when the template was added to map them to the template.

  5. The Map Global Fields page is displayed as shown below.

    coreimage1501.png

  6. Select the global field in the Unmapped Global Field pane and click the forward arrow to map it.

  7. Click Save.


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