Set Global Default Project Settings

In Inspire Planner, Default Global Project Settings are used to standardize project configurations across your organization. These settings define the default project view (such as column order, widths, and visibility), preferences set in the Project Settings dialog, and designated non-working days or weeks.

However, it’s important to note how and when these defaults are applied:

• Default Global Project Settings only apply to new projects that are not created from a template.
   
• If a project is created using a template, it will inherit the project view and settings defined in that template—not the global defaults.
  
   

This behavior ensures that template-based projects maintain consistency with the template’s predefined structure, while non-template projects follow your organization’s global defaults.

This help article will walk you through how to define a global default project setting for new projects in Inspire Planner.

Create a Project Template

Start by setting up a project template that reflects the default project settings you’d like to apply.

1. Create a Project Template that will contain your Default Project Settings.
   
   In the example below, we named the Project "Global Default Project Setting" to make it easier for users to identify that it is used for defining global settings for Projects. And then we set it as a template by placing a check mark in the "Is Template" box.
   
   
    
2. You can choose to keep the Project blank and not create any tasks if you intend to only use it to define the global project settings.
   
   You can then adjust your task columns (hide/display columns), re-order your column headings, adjust column widths. 
   
   Please note the following:
   
   Any adjustments to the project template must be made by the template owner for it to be applied as a global default setting.
   
   The template must be shared with all Inspire Planner users.
   
   You may also define non-working days/weeks.
   
   
   
   
   You may also adjust the Project View Settings. 
   
   Please note: Timezone setting is not applied to new projects.
   
   

Define Global Default Project Settings in Inspire Planner Settings

Once you've created a Project Template that contains your default Project Settings, you will need to define it in the Inspire Planner Settings page.

1. Go to the App Launcher. Enter "inspire planner" in the Quick Find box and click on Inspire Planner Settings.
   
   
    
2. Under "Global Default Project Settings", search for and select your Project template and click on Save.
   
   
    
3. A confirmation message will appear on the top of the page. Click on OK.