The Financial Templates transaction in Stratex contains templates that have either been saved as templates from an initiative’s financial analysis or created directly in the Financial Template transaction. The purpose of this functionality is to allow for a standardized and streamlined financial analysis creation process. Having accessible financial templates will allow users to save time with the formation of their financial analyses, while also providing a benchmark by showing the financial breakdown of similar initiatives that have been undertaken in the past.
Key Concepts
Financial Templates transaction also contains every financial analysis created from initiatives that wasn’t saved as a template
Only Admins/Capital Controller will have access to the Financial Templates Transaction
You can import a financial template
Instructions
Saving a Financial Analysis as a template:
In the benefits section of an initiative, is the option to add a financial analysis, select Add Financial Analysis
Fill out the financial analysis based on expected CAPEX, OPEX, and RETURN elements
Once Complete, select the ‘Save as Template>Create’ buttons and the financial analysis will now be available to other users as a template to guide their future financial analysis creations.
Creating a financial template in ‘Financial Templates’:
Navigate to View>Financial Templates
Select add to add a new template or import if you would like to import a template from another Stratex location e.g. a test environment.
Give the template a title and fill out as desired.
All Financial Templates made will be globally available (If sensitive information is included this could be a problem so templates should be somewhat generic).
If a Financial Analysis is being used in an initiative, it cannot be edited from the Financial Templates transaction.