Calculations

Upgrade templates

If you open a calculation for which a new template is available, a message appears that gives you options for upgrading the template.
You can apply the new template, or compare the template versions to determine if you want to use the new template or keep the existing one.
When you apply a new template, the upgrade is not complete until you select the
Save
 icon on the toolbar. If you close a calculation without saving changes, it reverts to the previous version.
Yes and Compare
Select this option to see the difference between the templates. When the workbook opens, you can navigate between sheets to see the changes to the template.
Fields with changes are highlighted in orange, and you can hover over a change to show the previous value and other details where available.
Select the
Save
 icon on the toolbar to upgrade to the new template.
Yes
Select this option to automatically upgrade to the new template. When you open the sheets, the new template is applied.
Select the
Save
 icon on the toolbar to upgrade to the new template.
No
Select this option to continue using the existing template.
Cancel
This option cancels opening the workbook.
Following an upgrade, we strongly recommend that all data is reviewed to ensure that the changes are as expected in accordance with these Release Notes. If satisfied that the changes are appropriate, only then should you save your calculation. If you are not comfortable with the changes, close the calculation without saving to revert back to your previous version.
Upgrading to an Earlier Version of a Template
You can upgrade to a template that is not the latest version.
  1. Select
    Calculations
     on the main menu bar.
  2. Select the
    More
     button next to the calculation.
  3. From the menu that opens, select
    Upgrade to
    .
  4. On the pop-up window, use the dropdown in the
    Select Template
     field to specify the template you want to upgrade to.
Upgrading Templates in Bulk
You also have the option to upgrade multiple templates at the same time. All editable calculations in the selected dataset are upgraded to the latest version of the template. Calculations are upgraded in the background so you can continue to work.
  1. Select
    Calculations
    on the main menu bar.
  2. Check the checkbox next to the datasets.
  3. In the
    Actions
     column, select the
    More
     button next to any selected calculation.
  4. From the menu, select
    Upgrade
     to upgrade to the latest template, or
    Upgrade to
     to upgrade to an earlier version of the template.

This article applies to:

  • PRODUCT: ONESOURCE Trusts