You can save a custom defined template with a different name using Save As. You can also copy a custom defined template from one rule to another within the same application type using Save As. Save As creates a copy of the original template's content with a different name to distinguish it from the original.
To save a custom defined template with a different name:
In the System View, expand the Financial Management, Planning, or Essbase application type, the application, the calculation type (for Financial Management), the plan type (for Planning), or the database (for Essbase), and Templates.
Right-click the custom defined template you want to save with a different name, and select Open.
Enter the template's new name and the Application Name. The application name must be a valid Performance Management Architect application, a Classic Financial Management or Planning application, or an Essbase block storage application.
If the custom defined template is a Financial Management custom defined template, select the Calculation Type; if the custom defined template is a Planning custom defined template, select the Plan Type; if the custom defined template is an Essbase custom defined template, select the Database.
Note:
You cannot change the application type or the calculation type of a custom defined template you save with a different name. You can change the application and plan type to which a custom defined template belongs when you save the custom defined template with a different name.
The new custom defined template is added to the application list in the System View. You may need to refresh the application list to see the new template. See Refreshing Custom Defined Templates (Financial Management, Planning, and Essbase Block Storage Application Users Only).