Managing Default Settings

You can use Default Settings to set values for Properties for new line items in the Worksheets modules. Since each Worksheets module has different Properties, you can decide what to set for each. For instance, you may want to set all Operating Expenses and Revenue data projections to use the Start Date of the current budget year. You can also designate specific Automations, such as Spread Method or Payment Schedule, to be applied to new data projections as they are added.  Utilizing these Default Settings can save time as users will not have to select these elements when data projections are added.  You can create different Default Setting profiles for each Worksheets module and then you can assign these to be used for specific dimension members.

This option is available on the Worksheets menu.

This document shows you, a Centage user, how to manage Default Settings profiles.

The Properties pane has different fields and menus for each Worksheets module: 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

Locating Default Settings

To access Default Settings, click Worksheets on the menu bar and select Default Settings.

The Default Settings page opens. Use this page to add, edit, or delete default settings.

Edit Default Settings Profile

You can edit your Default Settings at any time. 

Example: You can edit the Default Setting Profile so that all new line items in Operating Expenses will have a Start Date of 1/1/2026.

The Default profile for each Worksheets module is populated with Centage defaults when your plan is created.

Step 1: Open the Default Settings page.

Step 2: Select the Data Projection Type.

Step 3: Select the desired profile to edit.

Step 4: In the Properties panel, update the fields for the Properties as desired.

Step 5: Click Save & Exit.

• A confirmation message appears.
• Your edits are saved.

Add Default Settings Profile

You may determine that you would like to have several options for default settings based on selections for specific Dimension members.  In this case, you will create profiles for these scenarios.

Example: You can create a Default Setting Profile which gives all new line items for one product line in Revenue a specific Recognition schedule to use.

Step 1: Open the Default Settings page.

Step 2: Select the Data Projection Type.

Step 3: Click Add Defaults. A new row is added to the Defaults Profile list.

Step 4: Type a Name and Description for this Default Settings profile.

Step 5: In the Properties panel, enter or make selections for the Properties fields as desired.

Step 6: Click Save & Exit.

• A confirmation message appears.
• Your edits are saved.