settings resourcing admin onboarding
How to configure workspace defaults
Before you start
You need the Admin role to configure workspace defaults.
Update the defaults
- Go to Admin > Feature Settings.
- In Resourcing defaults, choose a value for Default currency.
- Choose a value for Default allocation status.
- Select Save changes.
What these settings control
- Default currency sets the workspace default currency Scopra uses where a currency is required.
- Default allocation status sets the starting status Scopra uses when a new allocation is created.
Scopra saves the new defaults for future use across the workspace.