Project Defaults Overview

The Project Defaults feature lets you create default values that automatically display in fields when you create a new project. These default values make it easier to create projects with values that you use on a regular basis. You can override project defaults at any time.

For example, if all of your projects are federal projects, you could select this option in Project Defaults. Then, when you create a new project, this selection automatically displays in the Project Info Center. Project Defaults only apply to WBS1 level projects.

Ajera CRM also uses project default values when you create new project templates. Ajera CRM applies default values to new project templates in the same way that it applies default values to new project records.

Only those tabs that are logical for defaults display in Project Defaults: General, Dates and Costs, and Location. Certain standard fields and user-defined fields do not display on these tabs.

When you create a new project in the Project Info Center, Ajera CRM applies project defaults in the following ways:

• If you create a project using the New > New Project option from the Project Info Center toolbar, Ajera CRM applies all the project defaults to the project.
• If you create a project from an opportunity, certain values (such as project type) are determined by values in the opportunity record. For fields not pulled from the opportunity record, Ajera CRM uses project defaults.
• If you make a copy of a project and use it as the basis for a new project, Ajera CRM uses the field information of the existing project. In this case, Ajera CRM does not use project defaults.
• If you create a project with a project template, Ajera CRM uses the field information of the template. In this case, Ajera CRM does not use project defaults.