You specify the PAS model for which default settings are being updated.

You can enter a display name. By default, it is the same name as the PAS model.

You can choose the month that begins the fiscal year in the model. If you do not select a month, it defaults to January when you save the definition.

You can set a current period and the date range.

The current period is the month that falls under the Entry and Approval workflow process. Once the current period is defined and the workflow process is started in Entry and Approval, the default period cannot be changed until the workflow is completed.

If the PAS model has quarterly or yearly measures, set the current period as the first month in the active quarter or year. For example, if you are using a standard January-December calendar with quarterly measures, and you are in the third quarter, you would set your current period as July of current fiscal year. With yearly measures, you would set your current period as January of the fiscal year. If the current period is not set to the first month of the quarter or year, the Display Previous Period Actual column in the Data Entry screen shows N/A for the previous period, even if there is data for that period.

If you enter and load data monthly, on an iterative basis you can set the start date and end date the same as the current period. Each month, at the start of a new workflow process, you would update all three defaults to the new period.

If you have historical data to load, set the start date to the time period corresponding to your historical data. For example, if you have historical data from June 2008 to December 2008, set the current period to January 2008 and the start date of the Application Server model date range to June 2008. For quarterly or yearly measures, the start date is always the first month of the quarter or year of the historical period. Historical data can only be entered by the Entry and Approval administrator and does not fall under the workflow process.

If you have target data beyond the current period, set the end date to correspond to the target end date. For example, if you target data through the end of the current fiscal year, set the end date to December 2008. Target data can only be entered by the Entry and Approval administrator or if Input future data (target) is selected and does not fall under the workflow process.

You can set the workflow steps. Step 1, Data Entry, is already added because it is always required as the first step. Additional steps might include Review, Approval, and Final Approval steps. You can have up to five steps including Data Entry.

These steps function as a master list and should reflect the workflow process you have established in your organization. For example, you can have two steps such as Data Entry and Final Approval, or you can include interim Review or Approval steps. When setting Entry and Approval defaults, you want to establish all the possible steps you might require for any given Metric Set, as defined in Entry and Approval. A Metric Set can use all of these workflow steps or just a subset.

You can select the user to function as the Entry and Approval administrator for this model. The list of available administrators is defined by the administrator of Interactive Publisher.

You can allow users to enter current period data via Excel. This option controls the display of the Download to Excel button in the Data Entry screen.

You can allow users to enter or overwrite target data for the current period. This option makes the Target column available in the Data Entry screen. The Target column is unavailable (meaning, it has a gray cell background) if users do not have permission to enter target data. If the Target column is empty and does not show cells for data entry, it means that the target measure is not part of the metric set.

You can allow users to enter actual and target historical data. This option controls the display of the Historical Data button in the Entry and Approval main window.

You can allow users to enter future target data. This option controls the display of the Target Data button in the Entry and Approval main window. Entry and Approval administrators can always enter future target data as long as the target measure is part of the metric set.

You can choose the metrics that you want to be available when creating metric sets. It is useful to add only those metrics that require data entry, making it easier to select the appropriate metrics when creating metric sets.