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 check box 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:
- Cash Flow
- Sheets
- Folder Structures
- Rules
- User Defined Reports
Cash Flow
Displays the company-level Cash Flow 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, is 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 Thursday, December 14, 2023