Project Preferences Dialog Box or Default Project Preferences for EPS Dialog Box of the EPS Page

Overview

Use this dialog box to configure project data and settings for the currently open and selected project, its activities, and related items. Select an EPS node to configure the project data and settings for all projects below that node, subject to any filters applied to the view.

You can also use this dialog box to set project preferences to be applied to new projects created in the selected EPS node or to change the default project preferences for an EPS node to that of its parent EPS node.

Note: When you copy or cut and paste a project, the pasted project will retain the preferences of the cut or copied project; it will not inherit the preferences of the EPS node into which it is pasted.

Screen Elements

General tab

See: General Tab of the Project Preferences Dialog Box of the EPS Page

Analytics & Services tab

See: Analytics & Services Tab of the Project Preferences Dialog Box of the EPS Page

Calculations tab

See: Calculations Tab of the Project Preferences Dialog Box of the EPS Page

Integrations tab

See: Integrations Tab of the Project Preferences Dialog Box of the EPS Page

Team Member tab

See: Team Member Tab of the Project Preferences Dialog Box of the EPS Page

Default button

Changes all settings for the currently selected EPS node to the default settings for the application. Any settings changed from their previous values will be highlighted so that you can choose to Save or Cancel the changes to the selected EPS node's default project preferences. This option is only available in the Default Project Preferences for EPS dialog box.

Inherit EPS Project Preferences button

Changes all settings for the currently selected EPS node to the settings of its parent EPS node. Any settings changed from their previous values will be highlighted so that you can choose to Save or Cancel the changes to the selected EPS node's default project preferences. This option is only available in the Default Project Preferences for EPS dialog box.

Save button

Saves the changes you made to the currently selected EPS node's default project preferences. Projects created in the selected EPS node in the future, will use the saved settings.

Apply button

Project Preferences dialog box: Applies the changes you made to the selected project's preferences.

Default Project Preferences for EPS dialog box: Applies the changes you made to the project preferences of all visible projects and EPS nodes in the selected EPS node and all their children. If

Getting Here

Click Projects.
On the Projects navigation bar, click EPS.
Select a project or EPS node, click the Row Actions menu and select Set Project Preferences.

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