Change Your Default Plan Version
Explains how to change the default version of your instance.
The default version:
- Must be a plan version.
- Is the default for your entire team.
- Is bold in the version drop-down list.
When you view sheets, you view the default version data until you select a different version. When you view reports and dashboards, you view the default version's data unless the builder of the report or dashboard specified a different version.
You choose the default version in the settings of the version:
Prerequisites
- New to versions? See Concept: Versions and Concept: Version Types.
- Security:
- Model permission.
- Versions permission.
Steps
- From the version list, select the plan that you want to make the default.
- In the settings, check the Default option.
- Save the version.
You can't uncheck the Default option in the settings of the default version. Instead, follow the steps above to choose a different plan for the default.