CASH ax^™ mapping template

This section contains instructions on how to create mapping templates to load data from PalantirCASH ax^™. Mapping templates establish correspondence between data contained in imported CASH ax^™ files, and variables and settings in PLAN. Mapping templates are XML files. The currently used template is part of the document; if you send this document to a colleague, for example, the template will be sent with it. When you create a template, you can choose to save a copy of it as a file on your computer; for information about managing saved templates, see Manage mapping templates.

When you click on or to create or edit a template, the Edit Mapping Template window will be displayed. It contains the following tabs:

• Periodic Variables
• Summary Variables
• Properties
• Others