Set preferred project/depts

You can set your preferred project/dept from various areas within AVEVA Contract Risk Management.

To set the preferred project/dept using project/dept search:

1. Open the navigation bar.

2. Select Project/Dept from the Search drop-down list.

3. Enter the search text or value.

   Tip Enter the % character to perform a wildcard search, e.g. % by itself to return all results or man% to return all results beginning with man.

4. Click the icon or press the Enter key.

   The File Search page is displayed, with a list of Projects/Depts that match your search criteria.

5. Click the icon for the project/dept you want to set.

   A warning message is displayed.

6. Click OK.

   A confirmation message is displayed.

To set the preferred project/dept from the Business Unit home page:

7. Click the Business Unit link on the navigation bar.

   The Business Unit Home page is displayed.

8. Select the business unit containing the project/dept you want to set as your preferred project/dept from the Project/Depts in drop-down list.

   Note This drop-down list is only available if you have permission to access all business units. Otherwise you can only set a preferred project/dept from the business unit to which you belong.

9. Click the icon for the project/dept you want to set as preferred.

   A warning message is displayed.

10. Click OK.

    A confirmation message is displayed.

To set the preferred project/dept from the User Settings page:

11. Open the navigation bar. If necessary, click the My Work tab.

12. From the Settings menu, select User Settings.

    The View User Details page is displayed.

13. Click the icon.

    The Edit User Details page is displayed.

14. Select the preferred project/dept from the Preferred Project/Dept drop-down list.

15. Click Save.

    A confirmation message is displayed.