To open your Own Resource Defaults page…
The Own Resource Defaults screen appears
A Default Project and a Default Activity must be defined for each resource, these should be the project and activity that you will work on most often. The default setting option provides the user with the opportunity to change their default project and activity depending on their work schedule.
Use the drop down lists to select the Project and Activity you work on most. Once selected, this means that when a resource enters a timesheet, his/her Default Project or Default Activity will automatically appear in the Project or Activity field.
Note: Setting up a Default Project and Activity is merely a time saving option – it will not restrict the resource from working on any other particular project/activity.
Next you need to decide whether the Timesheet Grid should default to show the activities worked on or the projects – this should reflect how you will usually work.
Timesheets are displayed on week by week basis summarising the data either by Project or Activity in the Timesheet Grid.
Click the relevant Radio Button for the option that best suits the way you work.
Note: The Display Grid options only apply to the Timesheet Grid, however, the Default Project and the Default Activity options apply to both the Timesheet Grid and Timesheet Table. The Default Project also applies when you are entering Expenses.
When you have selected your Default Project and Activity and the Display Grid option.
Click Save Defaults to save any changes you have made to your Own Employee Defaults - Saved message appears