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Set PE Defaults

Using the Setup module, you can establish how TMS populates some pages by setting up default values for fields. You can also change fonts for all users, a single user, or a group.

To set up PE defaults, follow these steps:

  1. From the Setup menu, select PE Schedules > Defaults.

    The Defaults Editor window opens and displays the general properties.

  2. Select who the defaults are being defined for.

    • To set defaults for a group, from the Group drop-down menu at the top, select All or select a specific group.

    • To set defaults for a specific user, click the Toggle Group/User button to the right of the drop-down menu and then select a user.

    User defaults override group defaults.

  3. Select what application area defaults are being defined for.

    • To change the defaults for the entire module, click the module name in the left pane.

    • To change the defaults for a group of fields, click a field group and expand it by clicking the arrow next to the group.

    • To change the defaults for a specific field in the field group, click the field in the expanded group.

  4. To change the font of a module, field group, or field:

    1. Click the Font tab in the right pane.

    2. From the Show settings for drop-down menu, select what you are changing the font for.

    3. Select a Font, Font Style, Size, and Effects.

      A sample of the font you have chosen appears in the Sample pane.

  5. Click OK to save your changes.