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

You can create a custom defined template from the System View or from within the Rule, Component, or Template Designer.

You can include a custom-defined template within another custom-defined template. You can also include business rules and shared objects in custom-defined templates.

  To create 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 Templates, and select New.

  3. Enter the template's name.

  4. Enter the Application Type (Financial Management, Planning, or Essbase).

  5. Select an 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.

  6. Do one of these tasks:

    • If you selected Financial Management, select the Calculation Type.

    • If you selected Planning, select the Plan Type.

    • If you selected Essbase, select the Database.

      Note:

      If you right-click Templates and select New to create a new template, the New Template dialog is populated with the application type, the application, and the calculation or plan type you are working in within the System View.

  7. Click OK.

    The template is displayed in the Template Designer. To design the template, see Designing a Custom Defined Template (Financial Management, Planning, and Essbase Block Storage Application Users Only).