Skip to main content
Language Selector

  1. Other Languages

    (machine translation)

Planview Customer Success Center

Entity Defaults

  1. Last updated
  2. Save as PDF

 

Process this view to set the most commonly used values for particular entities. These then appear as default values when setting up data (such as creating resources). You can change to other values when creating records and make other selections to input timesheets and expenses.

 

For each entity where you require a default value, click   or   and choose the appropriate entry. Click   to remove a default that is not needed.

.

NOTE:
These entries will be used, for example, when creating a resource record. Subsequently, when selecting that resource, the actual set values are used.

Maximum Hours per Day

Check the first box and enter a maximum number if you wish to limit the hours that can be recorded for a resource in any day. This number will apply as a default for new resources and help to prevent incorrect entries. You can vary this limit for individual resources and can choose to apply the limit to existing resources.