How to Set a Default Finance Template for a Project Proposal, While Leaving the Default Finance Template the Same for Projects Instantis EnterpriseTrack

(Doc ID 2038120.1)

Last updated on APRIL 25, 2017

Applies to:

Instantis EnterpriseTrack - Version 4.3 and later
Instantis EnterpriseTrack Cloud Service - Version 4.3 and later
Information in this document applies to any platform.

Goal

How does one set a default Finance Template for a Project Request (Proposal), while leaving the default Finance Template the same for Projects?

Solution

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