Defaults for Workspaces Overview

Configure defaults at the workspace level to define the defaults of the projects of that workspace. You can customize any defaults at the project level if a project will not follow the defaults of the workspace. You should create defaults in the workspace before creating any projects. Projects that were created prior to setting defaults will not follow the defaults of the workspace. They will retain their original project defaults.

Related Topics

Set the Details Page for Projects

Set the Details Page for Portfolios

Configure Default Activity Settings for a Workspace

Configure Default Activity Calculation Settings for a Workspace

Set the Default Calendar

Set the Default Print Layout for a Workspace or Project (Deprecated)

Set the Default My Activities Settings

Configure Auto Numbering Defaults for Budget Changes

Configure Auto Numbering Defaults for Budget Transfers

Configure Auto Numbering Defaults for a Change Order

Configure Auto Numbering Defaults for a Change

Configure Auto Numbering Defaults for a Commitment

Configure Auto Numbering Defaults for a Contract

Configure Auto Numbering Defaults for Ideas

Configure Auto Numbering Defaults for a Payment Application

Adjust the Default Retainage Percentage for Payment Applications

Adjust the Default Period To Value for Payment Applications

Configure Auto Numbering Defaults for a Project Actual

Configure Auto Numbering Defaults for a Risk

Configure Auto Numbering Defaults for a Scope Change Request

Configure Auto Numbering Defaults for a Scope Assignment

Configure Auto Numbering Defaults for a Scope Item

Configure Auto Numbering Defaults for a Potential Change Order

Configure Auto Numbering Defaults for a Task

Configure Task Color Defaults for a Task

Configure Auto Numbering Defaults for Work Packages

Assign a Custom Workflow at the Workspace Level



Last Published Monday, June 24, 2024