Specify Default Plan Settings for New Projects

To specify settings that are used by default for new project 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.

If you set up multiple companies in Vantagepoint, 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 Project, 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 Vantagepoint toolbar, and repeat this procedure for that company.