Working with Templates

Use templates to quickly create a model. Templates include a hierarchical set of accounts without time periods or data.

Strategic Modeling includes templates for commonly used account structures. You can use one of the provided templates, or create and upload custom templates.

Oracle provides these templates:

  • Standard
  • Utility
  • Healthcare
  • Retail
  • Higher Education

These templates are available when you enable Strategic Modeling so you can get up and running quickly. You can't modify the templates provided by Oracle, but you can save a copy of a template and modify it for your business use case.

To review the account structure of the provided templates and any custom templates you've uploaded:

  1. From the Home page, click Strategic Modeling Strategic Modeling icon, and then click Templates Templates icon.
  2. From the Actions menu for the template you want to review, click Open.
  3. Change the Scenario, Dataview, or Account Groups to show different sets of accounts.

You can also review and edit the account structure in the templates provided by Oracle using Strategic Modeling in Oracle Smart View for Office.