Managing Defaults - Dashboard, Planner, and Budget Year

Dashboard Default Budget

The Dashboard Default Budget will be the default budget that will be used to generate the reports under Setup > Dashboard but is controlled by the Planner > Setup page.

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

How To Set the Default Budget

1. Go to Setup > Planner Setup
2. Check the box for the budget that you want to set as the default
3. 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'

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 Budget Year
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, Budget Year? 

Only admins 

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 Default Month to be a month within your new fiscal year.