---
title: "Manage templates"
slug: "manage-templates"
description: "Learn more about templates in Price Manager, and how to create and register them."
updated: 2023-11-24T14:54:42Z
published: 2023-11-24T14:54:42Z
canonical: "docs.zilliant.com/manage-templates"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zilliant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage templates

In [Price Manager](/v1/docs/get-started-with-price-manager), you can configure your own templates to match your price management strategy.

Templates provide the data framework required to manage specific use cases. Also, they represent the table structures for the resulting scenarios. Data is loaded into templates from the base workbook and decision support workbook.

Learn how to:

- [Create a template workbook](/v1/docs/manage-templates#create-a-template-workbook)
- [Register a template workbook](/v1/docs/manage-templates#register-a-template-workbook)

## Create a template workbook

1. [Create](/v1/docs/create-workbooks) a template workbook from a CSV file or an existing data source.
2. Configure worksheets in the created workbook:

          Note

          

The source for a master-detail worksheet can't be a scenario.
  - Define [relationships](/v1/docs/define-related-columns) to load data from base and decision support workbooks.
  - Add [input](/v1/docs/define-input-columns), [related](/v1/docs/define-related-columns), and/or [calculated](/v1/docs/define-calculated-columns) columns.
  - Define [master-detail relationships](/v1/docs/worksheet-relationships) and [KPI cards](/v1/docs/add-a-kpi-card).
3. In each worksheet in the template workbook, next to Properties, select the dropdown icon, then select **Set worksheet settings as default**.

## Register a template workbook

1. From the Manager Dashboard, open the **Template Configuration** workbook.
2. Go to the **Templates** worksheet.
3. Select Insert Row, then enter information or make selections:
  - **Process**—Select the checkbox.
  - **Template**—Specify the name for the template workbook.
  - **Template Workbook**—Specify the ID of the template workbook you want to register.
          Tip

          

To find the ID, open your template workbook, select Properties > **Workbook properties** > locate the **Workbook Id** field.
4. Run the **Extract Scenario Configuration** worksheet action.  

This action will populate other worksheets in the **Template Configuration** workbook with data from your template workbook.

Now you can proceed to [configure data load and publishing](/v1/docs/configure-data-load-and-publishing).

Master data table. This workbook serves as the source of data that is loaded into templates and resulting scenarios, and the target for data that is updated and published in scenarios.

Reference data for templates and scenarios. This workbook can include worksheets with data about your products, customers, or inventory.

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/settings_60.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A59%3A56Z&se=2026-10-30T21%3A59%3A56Z&sr=c&sp=r&sig=IPHzmOFvfDQgNW8lvdqP8LS68rhaJOtYA4m8zpEU2p8%3D)

Properties

![](https://cdn.document360.io/24f960e8-3c1c-4c18-a2c6-83b6ae4aab84/Images/Glossary/add_60.png?sv=2026-02-06&spr=https&st=2026-10-30T20%3A59%3A56Z&se=2026-10-30T21%3A59%3A56Z&sr=c&sp=r&sig=IPHzmOFvfDQgNW8lvdqP8LS68rhaJOtYA4m8zpEU2p8%3D)

Insert Row

Buttons that are unique to a worksheet are in the top-right corner of your screen. These buttons are called **worksheet actions**.