Add a new row to a driver file

Global Sets are drivers used in Axiom Financial Planning. The default drivers include Baseline, CorpAllocation, and Setup. Each driver type comes with a standard set of rows that are sufficient for most use cases. However, you may need to create a custom row to add to each of your nodes. Use these instructions to add and populate a new row in the driver. If you want to substantially alter a default driver, consider creating a new version of the driver to use instead.

NOTE: If the desired row affects only one node, add the row to the node instead of the driver.

To add a new row to a driver file:

  1. In the Fin Plan Admin task pane, in the Financial Plan Assumptions section, expand Update Assumptions and then double-click the driver to modify.

    NOTE: You do not need to select a part of the driver before adding the new row; the row will be added to the correct section of the driver automatically.

  2. In the Main ribbon tab, click Additions > Add Row(s) > Custom Inserts > Add additional detail > [desired detail line].

  3. In the Calc Method Variables dialog, click Choose Value.
  4. In the Choose Value dialog, select the desired code, and then click OK.
  5. In the Calc Method Variables dialog, click OK. The new line is added with the selected code to the driver.
  6. To add the new line to all the nodes using this driver, process the relevant plan files.
See also