You can use Default Settings to create templates for new line items in Operating Expenses, Revenue, Personnel, Drivers, and Adjustments. These templates help you and other budget contributors add line items more quickly, instead of having to select the same settings every time you add a new line item.
You can set your default settings through the Default Settings application, which is in the Automation module.
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This document shows you, a Planning Maestro user, how to add, edit, and delete Default Settings.
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Locating Default Settings
To manage Default Settings, open the Automation module and select Default Settings.
The Default Settings page opens. Use this page to add, edit, or delete default settings.
Adding Default Settings
Step 1: To add a new default setting, on the Default Settings page, click on the dropdown menu and which of the Planning application this setting belongs to: Adjustment, Driver, Operating Expenses, Personnel, or Revenue.
Step 2: Use the Properties pane on the right to select the dates, descriptions, amounts, methods, schedules, and statistical GL Accounts for this Default Setting.
The Properties pane has different fields and menus for each Planning application (Operating Expenses, Revenue, Personnel, Drivers, and Adjustments). For a full description of every field and menu in the Properties pane, see the following documents:
- Managing Operating Expenses
- Managing Revenue
- Managing Personnel
- Managing Input Drivers
- Managing Record Set Drivers
- Managing Related Cost Drivers
- Managing HRE (Hourly Related Expense) Drivers
- Managing PRE (Personnel Related Expense) Drivers
- Managing Adjustments
When you have selected your default settings for all five applications, click Save & Exit.
- Your default settings are saved.
- The Automation application reopens.
- A confirmation message appears.
Editing Default Settings
You can edit your Default Settings at any time.
Step 1: See above to open the Default Settings application. Edit your default settings for Adjustments, Drivers, Operating Expenses, Personnel, and Revenue as needed.
Step 2: Click Save & Exit.
- A confirmation message appears.
- Your edits are saved.
Comments
1. In "Example: You can create a Default Setting which gives all new line items in Operating Expenses have a set start date and end date." I think the word "have" after "Operating Expenses" should be deleted.
2. I noticed you don't mention the "+Add Default" function (for creating multiple sets of defaults in each module) and the "Assign" function. Is that still in development? I have an open case on these functionalities that are not quite reliable.
Thanks, Alan! Most customers only need one default for Operating Expenses, Revenue, and the other applications, so the article focuses on that use case. Customers who need multiple defaults and could benefit from using the Assign tab should contact their Consultants. We are also reevaluating this setup to make sure it meets customers' needs.
Hello, How would I set a default budget plan to show each time I open planning? Right now, it automatically opens to last years budget. I would like to see this years budget version when I open PM. Also, the default year for the version I am working in shows as 1/1/2018. I tried changing this as the instructions above show, but when I add a new line in my version it shows the start date as 1/1/2018 and I must manually adjust to 1/1/2021. Thank you!
Hi Tanya, to set a default view in any Planning module, filter your Version Dimension for the Version you want to see when you first open the page, and then click on the Save icon in the top left corner of the module (looks like a floppy disk).
To adjust the default date for each new line item, review your Default Settings and make sure the default date for every Planning application (Operating Expenses, Revenue, Personnel, Drivers, and Adjustments) is set to 1/1/2021. If you've already done so, please submit a ticket to Centage Support so they can troubleshoot further. Thank you for your question!
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