Standardizing and customizing node templates

When a user adds a new node to a model, the system prompts them to use a default configuration. The Manage Node Default Details utility allows you to configure (account detail) the default configuration for each node, including (for nodes with these items) defining the reimbursement methodology, the variable expense driver, and the variable expense percentage.

In the Manage Node Default Details utility, when you select Yes in the Include column, the system automatically adds the item when users add a node of that type. However, the system does not use the configuration defaults from this utility under the following circumstances:

  • If a user creates a new node, changes the defaults, and then rebuilds the node, the system uses the changes instead of the defaults.
  • If you load a different selection from the Data Collection Template, the system uses the selections imported from the template instead of the defaults.

IMPORTANT: Each tab in this utility represents a specific node in Axiom Financial Planning. Thus, any change you make is NOT replicated on any other tab. Make sure to configure the appropriate selections in each tab.

To standardize and customize node templates:

  1. In the Fin Plan Admin task pane, in the Financial Plan Assumptions section, double-click Manage Node Default Detail.

  2. For each tab, in the Include drop-down for each line item, turn on by selecting Yes. When finished, save the changes to initiate the defaults.

    NOTE: This feature is activated only when manually creating a node. If you use the integration utility and the Build Node from Loaded Data feature to add nodes, additional rows are automatically inserted where data exists. To modify a node, see Modifying a node.

  3. After you are done making your changes, in the Main ribbon tab, click Save.