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Changing default settings in Project Transactions

  • February 9, 2026
  • 3 replies
  • 22 views

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We are trying to edit the Recent Transactions toggle in Project Transactions (Project Management>Reporting>Project Transactions) on to default is off. 

 

I haven’t been able to find this setting to edit, has anyone had success in trying to change this default setting?

Best answer by Yathartha Karunananda

Hi ​@jcarlson,

There is no such setting to disable the default behavior. What you can do is, save a filter by disabling the recent transaction option and use that. You can add it as a favorite as well. In this way no need to toggle this option off every time you navigate to the page manually.

3 replies

Yathartha Karunananda
Hero (Employee)
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Hi ​@jcarlson,

There is no such setting to disable the default behavior. What you can do is, save a filter by disabling the recent transaction option and use that. You can add it as a favorite as well. In this way no need to toggle this option off every time you navigate to the page manually.


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  • Author
  • Do Gooder (Customer)
  • February 10, 2026

Thank you ​@Yathartha Karunananda

 

Is there a way to push this saved search out as a global search, so all users in our environment have their Project Transactions page load in this manner?


Yathartha Karunananda
Hero (Employee)
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Hi ​@jcarlson,

While we can create and publish a saved search for all users, IFS Cloud does not support enforcing it as the default load behavior for the Project Transactions page or any page as far as I have experienced.