Copying and Pasting a Custom Defined Template (Financial Management, Planning, and Essbase Block Storage Application Users Only)

You can copy a custom defined template and paste it into another business rule. The rule into which you copy it must belong to the same application type and calculation or plan type. For example, you can copy a custom defined template from a rule in a Plan1 plan type in a Planning application to another rule in a Plan1 plan type in a Planning application, but not to a rule in a Capital Asset plan type.

  To copy and paste a custom defined template:

  1. 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.

  2. Right-click the template you want to copy, and select Open.

  3. In the Template Designer, select Edit, Copy.

  4. Select File, Open to open the rule or template into which you want to paste the template.

  5. In the Template Designer or Rule Designer of the template or rule into which you want to paste the custom defined template, select Edit, Paste.

  6. Select File, Save.