Setting User Variables

Each planner must set the variables described below. You can select only single members for user variables.
  1. From the Home page, click Tools, then User Preferences, and then User Variables.
  2. Set up these user variables:
    • Entity
    • Scenario
    • Version
    • Reporting Currency
    • Years

    For Financials, set these user variables for the Account dimension:

    • For the Expense Account variable, select the parent account that includes the accounts you want to see on forms, such as OFS_Total Expenses.
    • For the Expense Drivers variable, select OFS_Expense Drivers for Forms.
    • If Budget Revisions is enabled, set up the Account Group variable.

      The Account Group user variable filters the set of accounts that appear on forms for Budget Revisions, such as Current Approved Budget and Net Current Budget. For example, you can select expense, revenue, liability, or asset accounts, or the total of all account types, depending on your needs.

    For Financials, if you are working with Budget Revisions, the Date Format for Display must be set to yyyy-MM-dd. From the Home page, click Tools, then User Preferences, and then click Display.

Capital, Workforce, and Projects have their own dynamic variables (defined with the Use Context option), which allow user variables to be used in the Point of View. With dynamic variables, the value of the user variable changes dynamically based on the context of the form, and users don’t need to set the default value.