Setting the Default Booking Type and Project for Imported Bookings at the User Level
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When you configure the synchronization of SuiteProjects Pro bookings and Exchange calendar events, you select the default Booking Type and Project for booking records created when importing calendar events from Exchange user mailboxes.
To be able to select the default booking type and project for imported bookings at the user level, create the following custom fields for the Employee record type in SuiteProjects Pro. If you do not select a value at the user level in SuiteProjects Pro, the default set in Exchange Integration Setup is used.
For more information about creating the custom fields, see Custom Fields and Custom Field Types.
|
Name |
Type |
List source |
Description |
|---|---|---|---|
|
|
Pick List |
Booking Type |
Select the default Booking type for booking records created when importing calendar events from the Exchange user mailbox. |
|
|
Pick List |
Project |
Select the default Project for booking records created when importing calendar events from the Exchange user mailbox. |