Assigning Default Values

Primavera Portfolio Management provides you with the ability to set default values for fields in a form. When a new item (item, candidate, portfolio, or super portfolio) is created in such a form, it is assigned those default values. For example, if you design a form for creating new candidates for Department 3, the default value "Department 3" can be assigned to the "department" category.

Constant and known values can be assigned as default values, and automatically entered. This saves time and reduces manual entry mistakes.

To assign default values in forms:

1. In the Form module, select the desired form. The selected form must be set to allow creation of new items. For more information on how to define a form to allow the creation of new items, refer to Setting Form Defaults and Required Field Enforcement.
2. From the Form menu, choose Assign Default Values.

   The form is displayed in Default Values Mode. <Default Values Mode> appears in the Item field, as if a new item was created. If default values were already assigned and are applicable, they appear in the form.

3. Enter default values for all appropriate fields on all the relevant tabs of the form.
4. From the Form menu, select Save Default Values. OrClick
   
   . All values that were filled, on all tabs of the form are saved as default values of the form.
5. Exit Default Values Mode by clicking .
   • If default values were already assigned to a form, the new values will replace the existing defaults.
   • To restore the previous values, click .
   • Default values defined for calculated cells are overridden by the calculation.
6. To exit Default Values Mode without saving, click .