Create Project Defaults

You can create default values that automatically display in fields when you create a new project in the Project Info Center. 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.

To create project defaults, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > Project Defaults.
2. Complete the Project Defaults form. For project field definitions, see the discussion of the Project Info Center form in the Info Center help.
3. Click Save.