Skip to main content

Plan Authoring: Xtools+ Modelling Preference = No Data

Troubleshooting guidedance

Updated this week

The modelling preferences functionality allows workspace admins to configure and manage default projections and charts for advisors within their workspace.

If the preference includes projections/charts that are not included in the modelling, it will be omitted from the list.

In the event that none of the projections/charts are within the imported Xtools+, the users will experience a 'No Data' message.

We recommend reviewing the imported Xtools+ scenario, as an alternative scenario might be required.

Did this answer your question?