How Do I Load System Defaults?

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EngineerOffice provides several default settings for project phases, job codes, milestones, and tasks. These defaults provide standard options used by most firms. To load them into EngineerOffice, do the following:

  1. Select Preferences from the master drop-down list.
  2. Open the Project folder and click Tasks.
  3. At the top of the Phases section, click Load Defaults. A confirmation message displays.
  4. Click OK and then Save.