The Lines Tools Definition context ribbon contains many of the specific features for creating, designing, and managing lines. This ribbon will appear whenever you define a new or modify an existing Line Definition.
Many of the functions available on the ribbon are also available from the pop-up menu available by using the right-click mouse button in the Line Definition workspace.
Features on this ribbon are grouped logically in sections including:
•Edit - This section contains functions to manage your Line Definition, such as adding or deleting rows in your line definition.
The Build option allows you to insert one or more items from the segment in to the set.
The Balancing Adjustment option allows you to directly manage situations where a Balance Sheet report is out of balance, either because the amount out of balance is too small to reconcile or will be reconciled later. Using the Balance Adjustment feature, you can calculate the amount and place it in a user-designated row of the line definition.
In the Balancing Adjustment screen, you will define the Total Asset Row, the Total Liabilities and Equity Row, the Balancing Row, and an Adjustment Limit (as a total dollar amount not more than $200). All rows are referenced by their Line Definition Code field value – not by the segment account (i.e. Natural account).
When a Balance Sheet report is run, if the adjustment limit is exceeded, the user will receive a warning message and the row item on the report will appear with a small red block notation. This notation will not appear on printed reports and the notation can be suppressed on the Report Viewer if the “Show out-of-balance indicator on report” is unchecked. In addition, if there are multiple columns indicated on the report, the notation will indicate each issue occurrence, only when the checkbox is checked.
You can toggle the showing of indicators on the report using the selection on the Report View context ribbon.
In Chart View, the user will only receive the warning message that the adjustment limit is exceeded.
The Renumber Lines option allows you to renumber all of the line codes in a Line Definition. When you select the Renumber Lines option, a screen will appear which allows you to specify a starting line number and the increment amount to renumber by.
The new codes will appear starting in the top-most row. In addition, any reference to the code which may be used in a formula, related row or DPR cell will be updated to reflect the new code.
This option is also available on
the Line Definition pop-up menu.
•Font - This section allows you to specify the text properties of your line’s cells, such as fonts, colors, highlighting, bold and italics.
Reset the font to the system
default using the 
option next to
the Font Size drop-down menu.
•Alignment - This section allows you to specify the alignment and number of spaces of indentation for the text in your lines. For more information, see Indent.
Reset the alignment and
indentation to the default using the 
option on the right side of the
Alignment section. (Data in numeric columns are right-justified by default; data
in text columns are left-justified.)
•Security - The Security section contains the Set Password function to add or remove passwords from your Line Definitions.
•Usage – This section contains options to show you which reports use the Line Definition and open the Report Definition directly from there. The Where Used option opens a window which displays all the places the given set is used.
The Report Definition option has several purposes:
o If the current set was opened from a report (report output, chart, or definition screen), the Report Definition option will open the originating Report Definition.
o If the current set was opened manually (from the Navigation bar, for example), it brings up the Where Used option window – if multiple uses of the item in a Report Definition are found.
o If the current set was opened manually (from the Navigation bar, for example), it returns the associated Report Definition – if only one instance exists.
The Input Definition option has several purposes:
o If the current set was opened from an input set, the Input Definition option will open the originating definition.
o If the current set was opened manually (from the Navigation bar, for example), it brings up the Where Used option window – if multiple uses of the item in an Input Definition are found.
o If the current set was opened manually (from the Navigation bar, for example), it returns the associated Input Definition – if only one instance exists.
The Where Used option opens a dialog window which displays all the places the given set is used. You can open one or more Report Definition(s) or Input Definition(s) directly from there. (You must have licensed Prospero Budgeting to open Input Definitions.)
The Report Definition option returns to or opens a report definition with which the set is associated.
The Input Definition option returns to or opens an input definition with which the set is associated.
The Validate option allows you to check if data in the line set has missing or duplicate account information. The Validate option will return this information when your Line Definition is opened in the workspace.
•View - This section provides options on how you may view your Line Definition workspace. The selections in the View section will control your ability to see elements such as the Properties Pane, the Preview Pane, Line Expansion fields, Line Formatting fields, Attribute Filter fields, and Option fields.
The Line Definition Preview Pane option will show a window representing the font, color or number formatting for your row.
Modifying the Description field will allow you to define and preview how fonts, font formatting or colors will appear in the line on the report.
•Data represented in the Preview Pane is not actual GL data and is for demonstration purposes only.