The modelling preferences functionality allows workspace admins to configure and manage default charts and tables for advisors within their workspace. These defaults help streamline the selection process.
When a user creates a new plan, the system automatically applies the default modelling preferences for the advisor associated with the plan.
💡Note: If the preference includes a Projection that is not included in the modelling, it will be omitted from the list.
Viewing current filter preferences
Within a plan, every user can view the default preferences that are being automatically applied.
Within the Modelling Chevron
Within either the Projections/Charts tab
Click on the question mark icon
A pop-up window will display the projections/charts within the set preference
Switching Preferences
Regardless of a default preference being automatically applied, all users would still be able to change to alternative preferences that have been configured against the workspace.
Within the Modelling Chevron
Within either the Projections/Charts tab
Click on the Preferences drop-down field
Select the preferred preference
Viewing all Projections/Charts
Regardless of a default preference being automatically applied, all users would still be able to revert to viewing all projections/charts.
Within the Modelling Chevron
Within either the Projections/Charts tab
Click on the Preferences drop-down field
Select All Projections/Charts
