Configuring Pro Forma template default inputs

The Defaults driver page allows you to select which default sections and inputs to include in your organization's Pro Forma templates.

To configure Pro Forma template default inputs:

1. From the Axiom Capital Planning home page, click Edit Drivers.

   NOTE: To access this location from the Cap Planning Admin task pane, in the Administration section, click Capital Planning Drivers, and double-click Capital Planning Drivers.

   

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2. From the Assumptions tab, click Defaults.

   

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3. In the Default column, do the following:
   • To include the input/section in the Pro Forma template, click the toggle to Yes.

   • To exclude the input/section, click the toggle to No.

   

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4. In the Template Group column, select the template group in which to assign the input, which you can then add to a custom template.

   NOTE: The list of template groups is created from the Templates driver. For more information on how template groups work, see Creating or modifying a template group.

5. After making your changes, in the upper right corner of the page, click the disk icon to save your changes.