Set up grouping level defaults

Use the Defaults tab to set the default status for the grouping level.

To set the defaults

Open: Project Accounting > Utilities > System Setup > Project Structure Settings | Grouping Level.

  1. Click Add or select a grouping level and click Edit.
  2. Select the Defaults tab.

  3. Select the default status to be used for a new group of this level.

See also

Steps in this task

Set up grouping level display features

Select additional information fields for group levels

Other tasks

Create project statuses.

Set up project items

Overview

Designing a project structure