Project Defaults

If you establish project defaults in General Configuration, Ajera CRM uses your default settings each time that you create a new project record. You can then modify the values in the new record.

Ajera CRM limits project defaults to certain tabs and fields. You cannot use this feature to set default values for an entire record.

\When you create a new project record, Ajera CRM applies project defaults in the following ways:

  • When you click New > Info Center > Projects > New Project to create a project, Ajera CRM applies all the project defaults to the project.
  • If you create a project from an opportunity, certain values are determined by values in the opportunity record; for fields not pulled from the opportunity record, Ajera CRM uses the project defaults.
  • If you copy an existing project to create a new project, Ajera CRM uses the field information of the existing project; it does not use project defaults.
  • If you use a project template to create a project, Ajera CRM overrides the project template fields with the information from the project defaults.
Parent Topic: Project Info Center Overview