on the upper-right area of the screen.This screen is divided into five independent information blocks with the first block consisting of two tabs. Use the fields in these blocks to set up basic settings and defaults for the entire system as well as some that affect company-specific settings.
Some of the settings in this screen are effective as company defaults; although some items can be overwritten on an individual user preferences basis (such as the Default Printer ID settings data in the Printer Defaults tab in the Manage Users screen). For convenience, you must set the system defaults in this screen and then make changes on an individual user basis as desired and where applicable.
Set up the settings and defaults in this screen for each company when you first initialize Costpoint or when you add a new company.
on the upper-right area of the screen.Several fields in this screen have 
options to other data, so you must first set up the following screens before you can use this screen:
Use this block to establish functional defaults as well as email notification preferences for this company. This block has two tabs:
Company Settings — Use this tab to establish functional preferences as well as company and email system defaults.
Batch Job — Use this tab to set default email addresses for both successful and unsuccessful batch job completions.
Use this block to establish default settings for reports. These settings include page size defaults, footer labels and text, company logo, footer data, and defaults for font, locale, and locale file location. This data is company-specific and effective for this company only.
Use the fields in this group box to establish page and margin defaults.
Use this drop down box to select the default size for standard reports. The options are:
None
Letter
A4
Custom
If you select Custom, you must manually enter page height, width, and margin data.
Use this drop-down list box to select the default unit of measure. The options are:
None
Inches
Millimeters
If you selected Custom in the Page Size drop-down list box, use this field to enter the height of the default paper size based on the your selection in the Unit of Measure drop-down list box.
If you selected Custom in the Page Size drop-down list box, use this field to enter the width of the default paper size based on the your selection in the Unit of Measure drop-down list box.
Use this field to enter the default size of the right margin based on your selection in the Unit of Measure drop-down list box.
Use this field to enter the default size of the bottom margin based on your selection in the Unit of Measure drop-down list box.
Use this field to enter the default size of the left margin based on your selection in the Unit of Measure drop-down list box.
Use this field to enter the default size of the right margin based on your selection in the Unit of Measure drop-down list box.
Use this field to enter, or use to select, the default font to use for reports.
Use this field to enter, or use to select, the default locale to use for reports for this company. The locale defines the format for numbers and dates. The unlabeled field to the right displays the descriptive name for this locale.
Select this check box to print currency symbols for most amounts displayed on reports for this company.
Use this field to enter, or use to select, the default locale file location to use for reports for this company in this field. The unlabeled field to the right displays the description for this locale file location.
Use this field to enter, or use to select, the location of the default company logo graphic to display on reports for this company.
Use this field to enter the default footer label which displays at the bottom of reports.
Use this field to enter the default footer text which displays at the bottom of reports.
Use this block to establish password life parameters to apply across all companies. Also use the system security check boxes in this block to activate verification of employee status at login and to activate the segregation of duties functionality.
Use this field to enter the maximum number of days before users must change passwords. You can specify up to five numeric characters (entering all nines in this field would be the equivalent of 274 years). After the specified number of days has passed, a user cannot log into Costpoint without changing his password.
Use this field to enter the number of days since the last login date before a user becomes inactive in this field. Enter zero to turn off validation.
Use the fields in this group box to strengthen the standard password rules. These options add additional restrictions to the standard password rules which are already enforced by Costpoint.
The following are standard password rules enforced by Costpoint:
New passwords cannot be the same as the old password.
New passwords must match their verification entry.
Passwords can contain alphanumeric characters and all special characters on the keyboard (!,#,$,%,&,(,),*,+,-,<,=,>,?,@,[,],^,_,{,},~).
If the Allow Reusing of Passwords check box is cleared on the Company Settings tab, the application will check the User Password History Table to determine if the password has already been used.
The password must contain at least eight characters.
The password must contain at least one alphanumeric character.
The password cannot contain any of the following:
User's first name
User's last name
User's first and last name
User ID
Employee ID
The word "password"
Use this field to enter the minimum character length (8-20) for a user's password on a system-wide basis.
Select this check box to require at least one numeric character in the user's password on a system-wide basis.
Select this check box to require at least one special character in the user's password on a system-wide basis.
Select this check box to require at least one upper case and one lower case alphabetic character in the user's password on a system-wide basis.
Enter the desired number of retry attempts before the process or report fails. Enter zero to disable this feature.
Enter the number of minutes that you want to elapse before again trying to run the process or report.
Select the check box to have Costpoint verify that the linked employee ID is still active in the employee master.
If you select this check box, Costpoint compares the Deactivation Date on the Information tab of the Manager Users screen to the Termination date on the Employee Info tab of the Manage Employee Information screen. If the Termination date and the Deactivation Date are the same, the user can still enter Costpoint on that date. If the Termination date is later than the Deactivation Date, the user can no longer enter Costpoint.
Select this check box to have the system enforce segregation of duties rules. If you select this check box, Costpoint checks for conflicting rights set up in the Manage Users and Manage User Groups screens.
Select this check box to enable the autocomplete feature for fields that have options. Whenever you enter a value (e.g., user ID, buyer name, vendor address) in a field, autocomplete displays suggested values that you can select and use for that field. For example, when you enter 'AI' in a User ID field, autocomplete displays a list of user IDs that start with 'AI'. You can then select one of those suggested values for the User ID field.
Use this field to enter the email ID that you want to use for issues related to Costpoint licensing.
Use this field to enter the URL (Uniform Resource Locator) for the Web applications, which specifies the global address of documents and other resources on the World Wide Web. The first portion of the address indicates which protocol to use, and the second portion specifies the IP address or the domain name where the resource is located. This URL creates a link attached to Costpoint Web workflow email notifications.
Use this table window block to enter the file name, file description, and URL location information of your company logos. This data is company-specific and is effective for this company only.
You must first establish alternate file locations in the Manage Alternate File Locations screen before you can assign a location for each company logo. You must then copy the graphic files you want to use as logos in an alternate file location.
Use 
to add a new entry to this table window.
Use this field to enter a descriptive name of this logo graphic.
Use this field to enter descriptive information for this logo graphic.
Use this field to enter, or use to select, the alternate file location of this logo graphic.
Use this field to enter the file name of the this logo graphic.
Use this table window block to review and edit file upload limits for a number of pre-loaded system file types as well as to add/edit user-defined file upload limits. This data is company-specific and effective for this company only.
Use to add a new entry to this table window.
This field displays pre-loaded and user-defined system file extension names. You cannot modify pre-loaded system file extension names.
When adding a new entry, use this field to enter the file extension name.
Use this field to enter descriptive information for this file extension name.
Use this drop-down box to select whether to Allow or Deny upload rights for files with this extension name.
Use this field to enter the maximum upload size (in megabytes) permitted for files with this extension name.
This field displays System Files if this file extension name is defined by Costpoint and User Files is user-defined.