SAVING SCREEN CONFIGURATIONS

Costpoint allows you to modify, save, and reset result set and toolbar configurations. You can customize and save screen components for your user ID and a UI profile.

This feature does not apply to extensibility modifications. It only allows you to customize the table view or result sets, resize and reposition result sets (in form and table view). Changes to form view layouts, labels, and rules are handled by the extensibility unit features.

Screen Configuration Panel

You can access the Screen Configuration panel by selecting Screen Configuration from the Options menu or click the on the top-right corner of your Costpoint screen. Changes you make using this panel only applies to your user ID.

User, Company, and System Information

The top part of the Screen Configuration Panel displays your user ID as well as other information about the Costpoint system, into which you are logged. These information include the following:

• Company — This information displays the identification code of the company, into which you are logged.

• System — This information displays the name of the database Costpoint is currently accessing.

• Validation Frequency — This information displays the validation method Costpoint is currently using.

You enter these information on the login screen when you start Costpoint.

Configuration

The Configure block allows you to customize top-level toolbar icons and My Menu configurations and save them for your user ID and/or a UI profile. You must first launch a screen before you can use the options in this block.

You can only save your changes if the Allow Saving of Personal Screen Configurations check box is selected on the User Interface tab of the Manage Users screen for your user ID. Otherwise, you cannot save your settings and the changes you make are only applicable to your current session and are not retained when you log into Costpoint on future sessions.

Administrator Profile

The Administrator Profile block allows you to select a UI profile you want to edit. All the changes you make to this UI profile applies to all the users who are using this UI profile.

You can only save your changes if the Allow Screen Configuration Changes for UI Profiles check box is selected on the User Interface tab of the Manage Users screen for your user ID.

Customizing Your Screen

Use the Configuration block to customize your screen for your user ID. This block allows you to select the  buttons you want to display on your toolbar as well as select the applications you want to appear on your My Menu.

To edit a UI profile, you must first close all active applications. You can then select a UI profile from the drop-down list in the Administrator Profile block and then click Enter Profile. changes to to indicate that you are in the edit UI profile configuration mode. All the changes you make while in this mode are applied to the selected UI profile, instead of your user ID.

Selecting Toolbar Buttons

Click Modify beside the Top-level Toolbar label in the Configuration block of the Screen Configuration panel to open the Save Toolbar Configuration dialog box. Use this dialog box to select the buttons you want to display on your toolbar. The content of this dialog box depends on the type (data entry, reporting, or processing) of the currently active screen. This dialog box allows you to do the following:

• To add a toolbar button to your toolbar, select (hold Shift or Ctrl on your keyboard to make multiple selections) a button from the Available buttons field and then click Add to transfer you selection to the Selected buttons field.

• To remove a toolbar button from your toolbar, select (hold Shift or Ctrl on your keyboard to make multiple selections) a button from the Selected buttons field and then click Remove to transfer you selection to the Available buttons field.

• To rearrange the order of the buttons on your toolbar, select a button from the Selected buttons field and then click Up or Down to move that button to your desired position on your toolbar.

• Select the Show Toolbar Buttons with Labels check box to display the labels for each button on your toolbar.

After you make your changes, click Save to apply your settings to your toolbar and close the Save Toolbar Configuration dialog box. The Screen Configuration panel then features an option to Reset your changes to the default configuration.

Customizing My Menu

My Menu allows you to access shortcuts to the applications you frequently use without navigating through the entire Costpoint menu. Use this table window to set up a list of those applications. You can access My Menu by clicking on the upper-left portion of your screen.

Click Manage beside the My Menu label in the Configuration block of the Screen Configuration panel to open the Configure User Preferences screen. You can then use the My Menu block of this screen to select the applications you want to add or remove from your My Menu.

Saving Your Configuration

To save your current configuration, click Save beside the Current Application Layout label. Your changes are then saved for your user ID or the UI profile you are editing and will be applied to your screen whenever you log into Costpoint.

When you click Exit Profile without saving while in edit UI profile configuration mode, your changes are discarded and the UI profile is not saved.