How To: Copy to a New Template

It may be necessary to create new templates that you can use to adjust certain variables, for example, for a reforecast.

To do so, follow the steps below. If you have any questions at all, please reach out to True Sky support.

1. Go to the Hub in True Sky
2. Click “Templates”
3. Select the template you want to create a copy of
4. Click “New Template”
5. Select “Create New Template From Selected Template Version”
6. Give the template a name that you can distinguish
7. Click “Save and Open”
8. Click “Settings” in the top ribbon bar
9. Expand “Dimensions”
10. Expand “Scenario”
11. Expand “Dimension Filters”. Depending on your layout, you will see different filters. Select the Dimension Filter you want to adjust for your new template
    1. For example, if you are looking to create a reforecast, you will want to change the Budget Dimension Filter
12. Click “Edit” in the top ribbon bar
13. Unselect the existing option and select your new Dimension Member to align with your new template.
    1. For example, if you are looking to create a reforecast, select the Reforecast Scenario
14. Click “OK”
15. If you have multiple sheets, repeat steps 9 to 14 for each sheet.
16. Click “Save” in the top ribbon bar
17. To publish the new template to your end users, reference this help document