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Plan Authoring: Xtools+ Modelling Preference = No Data

Troubleshooting guidedance

Updated over 2 months ago

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.

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