Managing Defaults

Dashboard Default Budget

The Dashboard Default Budget will be the default budget that will be used to generate the reports under Setup > Dashboard.

Setting this is important as it will ensure that your reports will load with the correct budget information you want.

How To Set Your Default Budget

1. Only admins can set default budgets 
2. Go to Setup > Planner Setup
3. Check the box for the budget that you want to set as the default
4. Click 'Set as Dashboard'

Planner Default Budget

The Planner Default Budget will be the default budget that will be used to generate the reports under Planner > Summary.

Setting this is important as it will ensure that your reports will load with the correct budget information you want.

How To Set Your Planner Default Budget

1. Only admins can set default budgets
2. Go to Setup > Planner Setup
3. Check the box for the budget that you want to set as the default
4. Click 'Set as Planner'

Last Closed Month

The Last Closed Month will be the default end date on all of your Dashboard reports. It will also dictate the actuals you will see when looking at reference data in worksheets. 

Setting this is important as it will ensure that your users will be able to see the actuals up until your last closed month. 

How To Set Your Last Closed Month

1. Only admins can update the Last Closed Month
2. Go to Setup > Calendar
3. Click the calendar icon and choose the appropriate month you need to be the default end month of your reports
4. Optionally check 'Notify Users' to send them an email letting them know the last closed month has been updated
5. Click 'Close Month'
6. Make sure to do this whenever you close your month in your accounting system 

Budget Year

The Budget Year will be the default year in the Planner Section.  It does not impact the Dashboard > Financial Reports. 

Setting this is important as it will ensure that if a new budget year has come that you and your users will be in the correct year for budgeting. 

How To Set Your Default Budget Year

1. Only admins can update the Last Closed Month
2. Go to Planner > Planner Setup > Set Budget Year Tab
3. Change the dropdown to the year you need
4. Click 'Set Budget Year'

FAQ:

If I do not have a Dashboard or Planner default set what will happen? 

When you go into Dashboard or Planner if the report you are looking at contains budget information it will not load any budget data if do not have a Dashboard or Planner Default set

Who can change the Dashboard and Planner Defaults, Last Closed Month and Planner Year? 

Only admins 

When should I update my last closed month? What will happen if I do not update this? 

If you have a 'Last Closed Month' checklist we recommend adding a step advising the Martus admin to update the last closed month in Martus once the month is closed in your accounting software. If you do not do this your actuals will only show up until the previous closed by be default. 

I have set my budget year to the new calendar year but my Financial Reports are not changing?

The budget year will not impact the financial reports under Dashboard > Financial Reports. If you need your Financial reports to reflect your new budget year please update your Last Close Month to be a month within your new fiscal year.