In Planon ProCenter , the functional system administrator or someone with similar authorizations can specify which tradesmen or coordinators, either internal or external, are presented to end users in dialog boxes or as default values when creating orders. This will considerably simplify making selections for end users.

Basically, a distinction is made between preferred and default tradesmen and coordinators per property, trade and order group.

Preferences are used to create pre-filtered lists of tradesmen and coordinators in dialog boxes that can be opened from within fields, e.g. the External tradesperson field.

Defaults are values that will be specified automatically on the data tabs of the order, as soon as a specific property and order group or trade - for which these defaults have been registered - is selected for the order.

Preferred or default tradesmen and coordinators are linked to either a trade or an order group. Additionally, combinations of preferences or defaults can also be linked to a specific property. The relations between the various elements are illustrated in the following image.