Default Settings

Project Default

Criteria Configuration

Client

List of all clients available in Contacts > Clients

Project Type

List of all Project Types set in Admin > Project Settings > Project Types

Project Owner

List of all users that can be set as the default Project Owner.

This list is taken from Admin > Users

Project Manager

List of all users that can be set as the default Project Manager.

This list is taken from Admin > Users

Department

List of all Departments and sub-departments.

 This list is taken from Admin > Company Settings > Departments

Win Probability

List of all Win Probability options set in Admin > Project Settings > Win Probability

Status

List of all Project Statuses set in Admin > Project Settings > Project Statuses

Win Date

This can be either defaulted to today's date or --Blank--

Start Date

This is always set to default to today's date

Security Profile

List of all security profiles or the option of everyone which will enable all users to see the project.

The list of security profiles is set in Admin > Project Settings > Security Profiles

Any user can assign time or expenses to this project

Selecting this checkbox will enable all users to log time and expenses to this project, even if they are not assigned to the Project Team.

If this option is de-selected, only those users selected in the project team will be able to log time and expenses to this project

Users must log time and expenses to a task

Selecting this option forces users to select a task as well as the project when logging time and expenses.

If this option is deselected, users can leave the task as ‘not set’ in their timesheets and expense forms

Users must choose a work detail when logging time

Selecting this option forces users allocating time to the project/task to add a Work Detail option set in Admin > Company Settings > Work Detail.

 If this option is deselected, users will not have to add work detail to each time entry

Create a default time rate set

Creates a default rate card in Project > Rates using the charge rate set from all user profiles.

Note: Without a Time Rate Set, all time for a project will have zero chargeable value.

It is recommended using a default time rate set to use the automated invoicing schedule functionality.

Create a default expense rate set

Creates a default rate card in Project > Rates using the cost rate set in Admin > Company Settings > Expense Types.

Note: Without an Expense Rate Set, all expenses and purchase invoices for a project will have zero chargeable value.

It is recommended using a default expense rate set to use the automated invoicing schedule functionality.

Task Default

Criteria Configuration

Type

List of all clients available in Contacts > Clients

Status

List of all Task Statuses set in Admin > Project Settings > Task Statuses

Probability

List of all Task Probability options set in Admin > Project Settings > Task Probability

Fee Type

Select from either Fixed Fee or Time Based as the default

Budgeting Unit

Select from either Daily or Hourly as the default

Milestone

Enabling the checkbox will default the task to be a Milestone. 

Speculative

Enabling the checkbox will default the task to be speculative and identifies the task as not ready for billing

All project team can log time & expenses to this task

Enabling the checkbox allows all users to log time and expenses to the task as a default.

Disabling the checkbox will mean only team members resourced to the task can log time & expenses to the task as a default