The components for the Templates (Company level) can be selected and included in the component list required for creating configuration packages. The selected components for the Templates overwrites, or gets inserted, in the destination environment.
The following are the sub-nodes for the Company Templates:
- CashFlow
- Sheets
- Folder Structures
- Rules
- User Defined Reports
CashFlow
Displays the company-level CashFlow templates available for selection. The following columns are available:
- Name
- Detail Level
- Time Scale
Sheets
Displays the company-level Sheets templates available for selection. The grouping, by headers, are as follows:
- Commitment Summaries
- Configurable Modules : <CM name>
- Commitment Funding Sheets
- Cost Sheets (The worksheets will be shown under this same grouping. However the name for worksheet will be shown as Worksheet : <worksheet name> )
- Funding Sheets
- General Spends SOV sheets
- Schedule Sheets
The following columns are available:
- Name
- Description
Folder Structures
Displays the company-level Folder Structures templates available for selection. The following columns are available:
- Name
Note: For Folder structures, under Company Templates, you see the name column that correspond to all of the template name entries coming from Unifier. Only those templates that the user selects are included in the component list.
Rules
Displays the company-level Rules templates available for selection. The following columns are available:
- Name
- Control Source
- Status
User Defined Reports
Displays the company-level UDRs templates available for selection. The following columns are available:
- Name
- Data Type
- Report Type
All of the sub-nodes logs are sorted by default on the "Name" column and you can sort on any of the other columns.