What is it?
The Schedule Template is a multi-purpose template used to calculate monthly values based on a total Amount, Start Date, and a Term in months. Schedule templates can be used for both expense and revenue use cases.
Creating a Schedule Template
Under a Workbook
Click the "+" button to open the Create dropdown
Select Schedule Template
How are Schedule Template projections calculated?
The monthly values are calculated by taking the Amount and dividing it by the Term in months. The monthly values will start on the Start Date and calculate the full amount for the month.
Output Schedule Template Metrics
There are no premade metrics in this template
Schedule Template Dimensions
Name
The name of the line item. Not used in calculations.
Amount
The total amount for the line item. Will be divided by the Term to get the monthly value.
Start Date
The start date for when the monthly schedule will start.
Term
The number of months it will take to get the full Amount value. Used to calculate the monthly values.
Type/Code
Free form field. Not used in calculations but can be used for grouping and filters.
Integrations Available
This template does not support integrations.
Enhancing Your Schedule Template with Add-ons
Custom Metrics
Total Value
Calculates the total value per month of all line items.
sum of [schedule name]
Total Value by Type
Calculates the total value per month of all line items by type.
sum of [schedule name] where Type/Code is [type]
Limitations
N/A