Search only in titles

---

Company Templates

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. Overwrite only occurs if the Replace in Destination checkbox is selected for the component. If the component does not exist in the destination environment, the configuration package will always insert the component into 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
• Replace in Destination

Sheets

Displays the company-level Sheets templates available for selection. The grouping, by headers, are as follows:

• Commitment Funding Sheets
• Commitment Summaries
• Configurable Modules : <CM name>
• 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
• Replace in Destination

Folder Structures

Displays the company-level Folder Structures templates available for selection. The following columns are available:

• Name
• Replace in Destination

  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
• Replace in Destination

User Defined Reports

Displays the company-level UDRs templates available for selection. The following columns are available:

• Name
• Data Type
• Report Type
• Replace in Destination

All of the sub-nodes logs are sorted by default on the "Name" column and you can sort on any of the other columns.

---

Last Published Saturday, July 13, 2024