General Settings

The General Settings preference pane is where various application-wide settings are managed. These settings apply globally and affect all budgets across the application.

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General

Setting	Description	Data Type
Budgets open with Edit Mode	This setting determines whether all budgets open with Edit Mode enabled by default. When disabled, budgets open in a read-only state, reducing the risk of accidental changes. Users can still enable editing by toggling Edit Mode in the Budget Toolbar. Options: Enabled - Budgets open with Edit Mode active. Disabled - Budgets open read-only; Edit Mode must be toggled manually. The default setting is: Disabled	Radio Button
Always Use Column Name Abbreviation	Controls whether column headers on the Details level display abbreviations or full names. Set in Preferences > Column Details. Options: On – Shows column abbreviations. Off – Shows full column names. The default setting is: Off	Radio Button
Display confirmation when suppressing Lines	Toggles whether a confirmation appears when suppressing Accounts or Lines. Learn more here. Options: On – Confirmation prompt is shown Off – Suppression occurs immediately. The default setting is: Off	Radio Button
Display the Formula Overlay in Line Item Details	Enables the Formula Overlay tooltip in the Details level of the budget. When clicking on a cell containing a formula, reference, or variable, this overlay shows both the source and calculated value. Options: On – Formula Overlay is enabled. Off – Overlay is disabled. The default setting is: Off	Radio Button
Display Budget and Production Totals on Nav sidebar	Toggles visibility of budget and production totals on the Navigation Sidebar — useful for privacy or focused views. More information. Options: On – Totals are displayed on the Navigation Sidebar. Off – Totals are hidden. The default setting is: Off	Radio Button
Manage how totals are displayed in Element Manager	Controls how real-time totals are calculated in Element Manager screens. Options: By each individual Element Manager screen - Totals are managed per screen. Globally across all Element Manager screens - Managed globally via this setting. If Globally is selected, choose one of the following: Subtotals (without tax/fringe/incentives) Totals (include tax/fringe/incentives) The default setting is: By each individual Element Manager screen	Radio Button

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Date and Time

Setting	Description	Data Type
Date Format	Choose how dates are formatted across calendar data: MM/DD/YY DD/MM/YY MM/DD/YYYY DD/MM/YYYY YY/MM/DD YYYY/MM/DD The default setting is: MM/DD/YY	Dropdown
Time Format	Select how time appears in timestamps and logs: 12 Hour 24 Hour The default setting is: 12 Hour	Dropdown

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After choosing a selection press OK to save your choice. The application will refresh to apply the change(s).

Pressing Reset Defaults will return the settings to their default state.