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Module Initial Setup Wizard

When you start using some modules in your project for the first time, you will encounter a setup wizard to determine how that module will work. These settings allow you to customize the module’s behavior according to your project’s needs.

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Modules Requiring Setup

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Setup Options

When you first enter these modules, you are usually asked to choose between two main operating modes:

Default / Single Mode

You should choose this option when you want to work with a single main table or report for the relevant module in your project.

Scenario-Based Mode

This mode is more suitable when you want to create and compare multiple versions based on different assumptions or situations.

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Changing Setup Settings

You can change the choice you made initially later on.
1

Go to the Module Page

Open the main page of the relevant module (e.g., Detailed Budget).
2

Open Settings

Click the Settings (cog-outline) icon in the top right corner.
3

Change the Mode

Change the operating mode (e.g., “Enable Scenario-Based Reporting”) from the window that opens.

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Authorization and Data Integrity

Only users with high-level roles such as Project Manager or Company Owner can perform the initial setup and change the settings of modules.
Changing the operating mode does not delete your existing data. For example, when you switch from scenario-based mode to default mode, your scenarios are archived, and you can access this data again when you return to scenario mode later.