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Planview Customer Success Center

How "Override Task restriction" and Resource Request options in Engagement checked by default

Question:
A resource creates engagements but options "Override Task restriction" and "Enable Resource Request at project level" are disabled.

Is there a way to check these two options by default ?


Answer:
If the resource is not a Resource Manager of the Workgroup of the Engagement, the options are disabled.

To select the two check boxes by default, you can set the fields as "mandatory and the user must enter data" in System manager - User Interface - Metadata.