Plan Template Fields

The Plan Template object includes the following fields.

Key: * – Mandatory field

Plan Template Fields
Field   Description
Data Source * The data source used when creating plans from the template.
Delete Obsolete Plan Data   If selected, when you run Update from Analytics, the process overwrites plan data to match the Analytics dataset and deletes obsolete dimensions, measures, and cell values. Adjustments and comments linked to the deleted cells are also removed. Plans created from the template inherit this setting.
Description   The description of the plan template.
Output Data Source   Stores the output data source used when sending plans to Analytics.
Template Category  

The category of the plan template. The following values are available by default:

  • "General"
  • "Services Forecasting"
Template Definition   For system use. Used to determine the definition of the plan template in JSON format.
Template Name * The name of the plan template.