Enable and refresh default components

Default component settings are located in Settings > Plan, in the General section. You can turn default component creation on or off at both the organization and project levels. At the project level, you can refresh the list of default components, which is useful when you turn default component creation on after it has been off for some time.

Considerations for Enabling Default Components

Before you decide to enable, disable, or refresh default components, consider the following conditions.

If default component creation is:

• On at the organization level:

  • You cannot turn it off at the project level.

• On at any level:

  • If you refresh default components, quantity tracking's list of default components is updated. New default components might be created if their associated WBSs were added in InEight Control while default component creation was switched to Off.

  • You do not have to click Refresh every time a change is made to a cost item in Control. If the toggle is On, default components in quantity tracking show current data from Control.

• Off at the organization level:

  • You can adjust the setting at the project level as necessary.

• Off at the project level:

  • If you create components associated with WBSs, those components can still send claiming data to Control.

  • If you refresh default components after the setting was previously on, all default components without claiming are removed from quantity tracking.

The following step by step explains how to turn on default component creation for an organization, and then refresh a specific project's default components.

Step by Step — Enable and Refresh Default Components