Project Defaults

The Project Default dropdown allows the user to select a group of preset defaults. To create a Project Default set, see Project Default. The Project Default dropdown can be found in the Estimate Details section of the Project Info tab for any new or existing project.

When clicking on the Project Default dropdown, a smartlist of pre-populated names will be displayed. From there you can select an existing default set by name.

*Note: If the Project Default is populated with a name and locked down, the Project Default name and fields associated with it have been set by the profile owner and can't be changed. If the Project Default name is not locked down, but individual fields are, those fields have been set by the profile owner and can't be changed.

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