Getting Started › How to Set Up Open Workbench › Define the Default Options

Define the Default Options

Use the Defaults tab of the Options dialog to define the default project-scheduling behavior, such as the loading pattern, units, and the projects duration type. You can also define the default dependency options, such as the dependency type, lag, and lag type.

Follow these steps:

1. Click Preferences in the application menu.
2. Open the Defaults tab.
3. Complete the fields in the Assignments section. The following fields require explanation:

   Loading Pattern

   Defines the loading pattern that is used when assigning resources to tasks.

   Values: Fixed, Contour, Front, or Back

   Default: Front

   Fixed Duration

   Select to specify that the resource's duration type is fixed.

   Default Unit

   Specifies how the resource value is measured.

   Values: Days or Hours

   Default: Hours

   Auto Calculate ETC

   Specifies whether the ETC is calculated automatically. If you select this check box, the ETC is calculated automatically for all resource assignments. You can view and manage these automatically calculated ETC values in CA Clarity PPM, also.

   Note: CA Clarity PPM and Open Workbench use the same method for calculating ETC.

   Default: Cleared

4. Complete the fields in the Dependencies section. The following fields require explanation:

   Type

   Defines the dependency type.

   Values: Finish-Start, Start-Start, Finish-Finish, or Start-Finish

   Default: Finish-Start

   Lag

   Defines the number of days (daily lag type) after the predecessor task's constraining date, or percent complete (percent lag type), that the successor task's constraining date begins.

   Lag is the predetermined amount of time between the start and/or finish time of two tasks in a project plan.

   Lag Type

   Defines the lag type.

   Options: Daily or Percent

   Default: Daily

5. Click OK.

More information:

How to Set Up Open Workbench