Template Mapping

Now that all HR data is set up and loaded to Planful along with the HR template(s), map the template(s) to a scenario(s) and entities to make them available for access via the Planning Control Panel.

Map the Template to a Scenario

1. Navigate to Maintenance > Templates > Template Setup.

2. Select the scenario you want to map the template to.

3. Click the Mappings list-box and select Template Mapping.

4. On the Template Mapping page, select the templates you want to add to the scenario and click Save.

Map the Template to an Entity

1. Navigate to Maintenance > Templates > Template Setup.

2. Select the scenario.

3. Click the Mappings list-box and select Entity Mapping.

4. Select the template you want to map on the Entity Mapping page.

5. Select the entities you want to map the template to in the left pane, click the forward arrow, and the entity will display in the right pane called Mapped Entities.

6. Click Save.