Set Global Default Project Settings

    Last Modified On: September 11, 2026

     

    In Inspire Planner, Default Global Project Settings are used to standardize project configurations across your organization. These settings define the default project layout (such as column order, widths, and visibility), preferences set in the Project Settings dialog, and designated non-working days.

     

    However, it’s important to note how and when these defaults are applied:

    • Global Default Project Settings are applied only when a new Project is created without a template. If a Project is created using another Project Template, the settings from that template are used instead.
       
    • If a project is created using a template, it will inherit the project layout and settings defined in that template- not the global default.

       

    This behavior ensures that template-based projects maintain consistency with the template’s predefined structure, while non-template projects follow your organization’s global defaults.

     

    This help article will walk you through how to define a global default project setting for new projects in Inspire Planner.


    Create a Project Template

    Start by setting up a project template that reflects the default project settings you’d like to apply.

     

    1. Create a Project Template that will contain your Default Project Settings.

      In the example below, the Project is named “Global Default Project Template” to make it easy for users to identify that the project is used to define the default settings for new Projects.

      Select the Is Template checkbox to designate it as a Project Template.


       
    2. If the Project Template will only be used to define global project settings, keep the Project blank and do not add any tasks. This ensures that only the configured default settings are applied when the template is used to create a new Project.

      You can configure settings such as:
       
      • Project Layout - Configure which columns are displayed, their order, and column widths, and whether Gantt chart is displayed.

        Note: Any layout adjustments made to the Project Template must be made by the template owner for those changes to be applied as global default settings.
         
      • Project Settings - Define the default settings and behaviours that should be applied to new Projects. This includes only the settings available in the Project Settings dialog, such as Start and End of Working Day, Weekends as Working Days, Project Scheduling Direction, Project Border Violation, Send Task Notification, and Assigned To Display.

        Note: Settings such as Time Zone, Scheduling Mode, Assignment Completion Rule, Auto Assign Mode, Enable File Sharing, Enable Project Chatter, and other settings available on the Project Detail page are not applied to new Projects, even if they are configured in the Global Default Project Settings Template.
         
      • Nonworking Days - Configure the nonworking days for the Global Default Project Settings Template. These nonworking days will be automatically applied to new Projects created without another Project Template.
         

      Important: The Global Default Project Settings Template must be shared with all Inspire Planner users to ensure they can access and use the template when creating Projects.



       

     

    Set Global Default Project Template in Inspire Planner Settings

    Once you have created a Project Template containing your desired default Project Settings, you will need to select it on the Inspire Planner Settings page to designate it as the Global Default Project Settings Template.

     

    1. Go to the App Launcher. Enter "inspire planner" in the Quick Find box and click on Inspire Planner Settings.


       
    2. Go to Projects & Templates.


       
    3. Under Global Default Project Settings, search for and select the Project Template you created that contains your preferred default Project Settings.

      Click Save Changes to save and apply your changes.


       
    4. A confirmation message will appear at the top of the page indicating that your settings have been saved successfully.

     


    Tags

    Project PlanAdministrationProject TemplateGetting Started - Gantt LWC

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