Forms

Within the Planning forms are used for creating a budget and are represented in matrix form, they could be compared for example to a tab of an Excel worksheet where the metrics would be its columns and the levels the lines.

Managing forms
The forms management menu can be accessed by system administrators through the “Menu> Budget> Forms”. When accessing the environment a list of forms will be displayed as shown below.

In this list are presented icons representing the situation regarding the access of each form.


Duplicate: Button available to create a new form with the data of the selected form.


Edit: Button available for editing form parameters.


Remove: Button available to remove certain form from the system.

Inserting forms
By clicking the “Insert Form” button you will be redirected to the registration form.

Step 1 – Form Structure
Name*: The descriptive name of the form. Ex: Purchase of products, travel expenses.
Fields represented by a “*” are required.
Editing levels:


Add new level: Button available to add a new level in the table.


Edit: Button available to edit certain table level.

Remove: Button available to remove certain table level.

Parameters:


When a form has accounting accounts this option should be checked.


Check this option when a user will be responsible for a particular account in more than one dimension.

Advanced options: click the “Advanced Options” button to display the options as below.

Oblige Monthly View: Allows viewing/editing by month, it is advisable to check this option in forms with large amount of data.
Insert level during execution: This option allows you to create levels during your capture.
Populate nonexistent metrics at linked levels: Check this option if you want to transform metrics not present on linked forms for data entry.
Tabulated: Check this option to separate the array view by level at the time the form is run, the option available only for the first level of the form.
Total tabulated: Check this option to display the form total at tabulated levels.
Freeze columns: Check this option to see the levels when scrolling horizontally in form execution.
Automatically generate totals: Check this option to generate the totals automatically, it is advisable when the form is extensive.

Table “Level”: Will be the lines of the form, the more levels the greater the criterion of separation of the items.

Tabulated: To enable the function click edit level and check the “Tabbed” option. You can apply the “Tabbed” level only on the first level.

Step 2 – Defining Metrics:
The metrics will be the columns of the form.

Metric*: Metric descriptive name. Ex: Value Shipping USD, Quantity in KG and etc ….
Later, when creating budgets (Maintain Budgets) it will be possible to use the values of the metrics for the formulation of accounts where it is possible to search the values of the metrics to assemble mathematical formulas, so if the metric is of percentage type it can not be added, as well as it is possible to group values, so if the metric grouping type is counted it will be interpreted as a single record.
Type*: 

Money: Monetary unit where the cents are separated by dot “.”. Ex: “0.00”, “1200.00”.
Decimal: Decimal unit where the cents are separated by dot “.”. Ex: “0.00”, “1200.00”.
Integer: Absolute integer. Ex: “10”, “0”.
Percentage: Percentage unit, identifier “%” is added automatically. Ex: “5%”.

Total grouping:

Sum: the value comes from a summation/subtraction.
Average: the value comes from a calculation of the mean.
Count: the value comes from a quantitative count.
Calculation: the value comes from a calculation.

Calculated metric:

Option to perform mathematical operations with inserted metrics, other forms or premises.

Operation: field available for writing the formula.
    * = multiplication.
    / = division.
    + = sum.
    – = subtraction.
    # = metric selector of the form.

Assumptions: They can be used for constant values such as the currency quote, tax rate or other constant values, besides we can define the value each month for such a premise.



Verify Formula: Available button to verify that formula formatting and logic contains errors.

Step where the levels will be described, as the example above. If we have a form with only one level (ex: “Account”), just add the name of the account and if it has code.



Restrict viewing of levels by dimension.





Bring results from other forms that contain external levels and id’s in common.



Add a level to the form.


Export levels from the form.


Import levels to the form.

You can view the final layout of the form at the end of the steps and return by clicking “Previous” to change the parameters.

To finish click “Save”.