Form Default values

You can configure OpenAir to populate fields with default values when you create a record of either of the following types:

• Projects

• Tasks

• Timesheets

• Receipts

• Bookings

• Milestones

• Billing rules

  Time billing rule

• Revenue Recognition rules

  • Percent complete rule

  • As billed rule

  • Expenses rule

  • Fixed amount on date or milestone rule

  • Fixed amount on percent complete rule

  • Incurred vs. forecast rule

  • Time project billing rule

Values can be set for specific roles, so the role of each employee would dictate which values are defaulted. If the defaults apply globally, they may be applied to all roles. Defaults can be set for a variety of fields, including custom fields.

To set form default values:

1. Create a new form which supports form default values (see list above).

2. Click the link to Set default form values from the Tips Button.

   A copy of the form appears.

3. Select a role or accept the default of All.

4. Complete all fields for which default values are desired.

5. Click Save.

Use caution in setting default form values. You should not set default values for fields that are often changed during data entry. Setting too many default values can result in data entry errors because employees may forget to change key input data.