Add project data

Templates can include basic information about projects, such as start and end dates, and the economic limit date. To add project-related dates to a template:

  1. In a report template, click on The Link Result Variables button on the Palantir tab on the ribbon. The Link report template variables window will be displayed. Instructions below describe the process for a report template. In a project template, click on The Link Input Variables button to open the Link Input Variables window and follow the same steps.
  2. In the Settings section, expand Others and select the Project Data option. In a project template, this section is called Project Date.
  3. The Project Data screen consists of the following sections: Economic Limit, Start Year & End Year, Inflation/Escalation Date and Duration. The procedure for adding these fields to a template is the same. Each section contains a text box displaying the cell name in Excel, buttons to manage the link, and header options. The image below shows the sections linked to cells on the Summary worksheet.

The Project Date option

  1. Click on The Range Finder button next to the text box. The Link report template variables window will be collapsed and the template will be displayed.
  2. In Excel, select the cell where project dates will be displayed. The cell name will appear in the collapsed window as shown below.

Selected cell name

  1. Click on The Range Finder button in the collapsed window. The window will be expanded and the selected cell's name will appear in the text box.
  2. Check the Apply Header box to add a header to the selected cell. You can change the position of the header by selecting the Above or Left option.
  3. Click OK to save the link and close the Link report template variables window.
  4. The added setting will appear in the template. It consists of one cell containing the <VALUE> placeholder. When the report is run, placeholders will be replaced with the actual values.
  5. Type test values into the template to make sure the cell is formatted correctly.

To remove a link from the template, click on The cross button next to the text box. The text box will be cleared, and the cell with the placeholder will be removed from the template. 

To link an existing project date to a different cell, follow the procedure above, but select another cell this time.