Determine plan type automatically
This setting is activated by default and makes sure the plan type of a project line is updated automatically:
The plan type can still be changed manually.
Determine project calculation type automatically
This setting is activated by default and makes sure the calculation type of a project line is updated automatically:
The calculation type can still be changed manually.
Increment line number within projects
New project lines are assigned the highest value, increased by the 'Increase by' value. The user can still change the line number manually.
Details of 'Determine plan type automatically'
If Determine plan type automatically is selected, the fields in the Details of 'Determine plan type automatically' are also selected by default. You can change these selections if required. For example, you could choose to have the plan type determined automatically, unless it concerns periodic invoice lines, because in that case the project has priority over the order information.