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How To Set Default Booking Type When Creating Bookings In The SuiteProjects Pro Project Center

When creating Bookings in Project Center and the Booking type is required, the User will have to manually select it each time they create new bookings. Most of the time, the booking type will be the same value upon creation. So, setting the default Booking type upon adding a new booking row will save time selecting it.

Steps to set a default Booking type:

  1. Navigate to Resources > Bookings > List
  2. Click +Create at the upper left, then select Bookings > New…

3. Click View tips at the upper right, this is the one with bulb icon then select Set form default values.

  1. In the Booking type dropdown, select the default value then click Save.

 

After completing the steps above, every time you create new bookings, the Booking type will automatically set to “Hard” for this instance.

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