MANAGE USER INTERFACE PROFILES

Use this screen to add, modify, or delete user interface profiles. A UI profile is a collection of screen and functional logic customizations that can be assigned to users or user groups to provide custom user capabilities. These UI profiles allow you to easily switch between customized Lookup tables, My Menu, and extensibility units that are specific to certain jobs, processes, or functions.

You must first set up the following screens before you can enter data on this screen:

• Manage Users

• Manage User Groups

To create a new user interface profile, complete the following steps:

1. Click on the UI Profile block.

2. Enter a unique ID code to identify this user profile in the UI Profile ID field.

3. Enter a descriptive name for this UI profile ID in the UI Profile Name field.

4. Enter a number in the Priority field to determine this UI profile's priority level.

5. Use the Assigned Users/User Groups subtask to specify user or user group profile can access this UI profile in the User/User Group field as well as the company to which this UI profile applies.

6. Use the Extensibility Units subtask to specify and enable extensibility units to use in this UI profile.

7. Use the My Menu subtask to set up My Menu preferences for this UI profile.

8. Click on the toolbar.

To use a UI profile, set the Priority field of the UI profile you want to use to '1'. Costpoint does not allow duplicate priority numbers on multiple UI profiles. If you are setting a UI profile to priority '1', you must change the priority number of the UI profile you are replacing to another number.

Screen customization allows you to:

• Rearrange the position of objects on a screen (for example, fields, labels, and check boxes).

• Move an object from one tab to another tab within a screen or result set.

• Change the titles of group boxes.

• Create new group boxes.

• Rearrange the tabbing order of fields.

• Rearrange the columns in a table. (This is a company-wide custom option.)

• Change the title of tabs.

• Create new tabs.

• Change the order of tabs on a screen.

To customize an application for a UI profile, complete the following steps:

1. Close all applications and click .

2. Select the UI profile you want to modify and click Enter Profile.

3. Open the application you want to customize and modify the screen.

4. Click and click Save beside Current Application Layout.

5. Close all applications, click , and click Exit Profile.

Location

UI Profile ID

Use this field to enter an ID code for this UI profile.

UI Profile Name

Use this field to enter a descriptive name for this UI Profile ID.

Priority

Use this field to enter a sequence number for this UI profile. This determines which UI profile takes precedence.

Subtasks

• Table Information

  Changes to this screen update the following tables:

  • W_UI_PROF

  • W_UI_PROF_MYMENU

  • W_UI_PROF_EXT_UNITS

  • W_UI_PROF_USERS