Associations Tab in Financial Planner Template

From the Associations tab you can associate the Financial Planner Template to Companies, Clients or Projects.

This article outlines how to use the Associations tab in a Financial Planner Template to link the template with relevant Companies, Clients or Projects..

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Financial to expand the corresponding menu.
3. From the Financial menu items, click Financial Planner Templates.
4. From the Financial Planner Templates list that displays, click the Name of the template you wish to access.
5. Select the Associations tab.

   

6. Click the down arrow located against Associate to and choose to associate the Template to: Companies, Clients or Projects.

   

   Note: For the purpose of this article we are going to associate the Financial Planner Template to multiple projects.

7. From the list of available option on the left, choose the projects you wish to associate.

   

8. Click the right arrow to add them to the selected table on the right.

   

9. Click Save.

   Tip: If necessary, repeat steps 6 to 9 above to associate other Companies, Clients or Projects to the Template.

10. Click Back to return to the Financial Planner List page.

For more information refer to the following articles:

1. General Tab in Financial Planner Template
2. Forecasting Tab in Financial Planner Template
3. View Settings Tab in Financial Planner Template