To set the default budget for a reporting entity, go to Load Data (top bar)>Budgets & Forecasts (left sidebar)>Assign Default (far right of budget box). The currently assigned default budget will be shown in green and say Default Budget (right side).
How do I set the default budget or forecast?
Learn how to set the default budget or forecast
Super Administrator
Written By ScaleXP Customer Success (Super Administrator)
Updated at July 15th, 2025