Specify Default Plan Settings for New Projects and Opportunities

To specify settings that are used by default for new project and opportunity plans, go to the Plan Settings tab on the Resource Planning Settings form.

With the necessary security rights, users can change the default settings for individual projects and opportunities.

If you set up multiple companies in Deltek, you specify default plan settings separately for each company.

To specify default plan settings for the current active company:

1. In the Navigation pane, go to the Settings section and select Resource Planning.
2. Click the Plan Settings tab.
3. Under Default Plan Settings When Creating a New Plan, enter or select the defaults you want.
4. Click Save.
5. To specify settings for another company, select that company from the drop-down list on the Deltek toolbar, and repeat this procedure for that company.