Entry Options - Defaults

From the User Edit Defaults Entry Options page you can choose the defaults for: Expense Workflow, Work Process, Payment Method, Client, Project, Work Type, Task, Initial Page and the Initial Work Plan View.

This article details how to access the users Defaults Entry Options page and modify these settings

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the available options select Users.
  4. Upon the Users list page displaying, click the name of the User you wish to edit, to access the User Edit page.

    Tip: You may wish to narrow your Users list so that you retrieve just the right amount of information you need. To do so you can perform a search. Select a search criterion from the list of available search criteria and then enter a corresponding value in the Search box. Click the Search icon to narrow down the Users list. For more information on the contains-in logic search click here.

  5. Upon the User Edit page displaying, expand the Entry Options navigation menu.
  6. Click Defaults.
  7. The following defaults can be set for the User:
    1. Select and assign the default Expense Workflow to the user.
    2. Select and assign the default Work Process workflow to the user.
    3. Select and assign the default Payment Method for the user.For further details refer to User's Default Payment Method.
    4. Select a default Client, Project, Work Type and Task for the user to simplify assignment of projects and tasks to users.

      Tip: By default suspended Work Types and suspended Clients are excluded from their respective list pages. To display suspended Work Types or Clients, simply check the Show Suspended Work Types or Show Suspended Clients box.

    5. Select an Initial Page for the User. The available options are: Dashboards, Home Page, Last visited page, My Projects & Approvals, My Timesheet and Timesheet Manager. For further details refer to Select an Initial Page for a User.
    6. Select an Initial Work Plan View for the User. Options include:
      1. Default View: When selected the Set as default option is visible on the Work Plan View Edit page.
      1. Last visited view: When selected, the last visited view will be remembered by the system and displayed upon subsequent visits.
  8. Click Save and then Back to save your changes and return to the previous page.