Creating Plan/Program finance templates in MS Word is much the same as is done for your other Finance Templates (invoices etc.) as well as your general Document templates, by utilizing our iinsight® document variables.

The Plan/Program Template specific variables can be found under the tab called “Plan/Program templates” in our iinsight® templates application:

NOTE: If you do not already have the iinsight® templates application installed on your device this can be found under the Help area of the system (for Windows and Mac).

To insert a variable from the iinsight® templates application all you need to do is drag it from the list in the templates application and drop it into the document where you want it to appear.

Any text formatting and document styling that you apply to the iinsight variable in your Word document template, will automatically be applied to the text when your document is created by the system.

Your Custom Plan/Program templates are made up of 2 main elements:

Each of these areas has its variables outlined in more detail in the Plan/Program Template section of this article below. Please note that only certain variables can be used in certain elements of the templates, so it is important to review this section if you are having any issues with the layout or population of variables on your templates.

All variable names starting with “Plan –“ or “Concurrent Plan –“ can be placed anywhere in your plan/program template (before or after the plan line item table, in headers, footers etc.). Also, all variables from “Client and Case” can be placed anywhere in the Plan/Program template.

An example of how you can use these can be seen in the image below where we have set out the top section of a Plan/Program template containing the plan title, goals, type and start dates/approval dates etc. in MS Word:

The Plan/Program table is where your line items and totals etc. will be displayed for the Plan/Program. All variables starting with “Plan Table –“ can be used.

Only 1 row of variables is required to be created in the table for your line items, and an example of a standard table can be seen in the image below:

IMPORTANT: we recommend for all tables in your document templates that you use “Fixed Columns Widths” in MS Word so that your table column formatting and position is still maintained when it is populated with your iinsight data.