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 form in Resource Planning Settings.

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

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

To specify default plan settings for the current active company:

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