Module customization enables you to set defaults and set up workflow routing, where applicable, for the Project Inbox business processes. There are two types of defaults:
- Client level defaults are set in Maintenance
Data Maintenance
Module Customization. - Project level defaults are set by selecting the Customize button within the Module.
Available customization choices at the Project level are similar to the Client level, with a few exceptions.
Client and Project Tabs
| Attribute | Description |
|---|
User | Add User who is currently not listed as a team member to receive Auto-Notifications. |
Actions | Choose Receive and/or View privileges. |
Additional Client Level Tabs