to select, the name of your default reporting company.Use the fields in this screen to change the user preferences set up by the system administrator in the Manage Users screen. During setup, system administrators can give each user permissions to change some of the data established for that user during setup. If allowed, a user can make changes to the setup preferences directly in this screen, including user name, default reporting and login companies, and password and telephone information.
Changes made to data in this screen are written back to the Manage Users screen. When you access this screen, Costpoint automatically displays the user's ID and the latest preferences.
Use this screen to change user preferences at any time. You must first establish user profiles in the Manage Users screen. For some of the fields in this screen, your system administrator must have enabled specific change permissions in the Manage Users screen.
Use the field in this block to edit your user name.
This field displays your user ID. User IDs can be set up by your system administrator using the Manage Users screen.
Use this field to enter your desired user name. You can only change the data in this field if your system administrator has enabled your account to do so. If you have not been granted permission by your system administrator, an error message displays when you attempt to enter or change the data in this field.
Use the fields in this group box to specify your company and telephone information, change/set your password, and set up report delivery options.
Use the fields in this group box to specify company information. You can only change data in this group box if your system administrator has enabled your account to do so. If you have not been granted permission by your system administrator, an error message displays when you attempt to enter or change data in this group box.
Use this field to enter, or use to select, the name of your default reporting company.
Use this field to enter, or use to select, the name of your default login company.
Use the fields in this group box to change your password. You can only change your password if your system administrator has enabled your account to do so. If you have not been granted permission by your system administrator, an error message will display when you attempt to change your password.
You must click 
after entering your preferences to successfully change your password.
Use this field to enter your current password. Asterisks display in this field instead of the entered characters.
Use this field to enter your new password. Asterisks display in this field instead of the entered characters.
Use this field to re-enter your new password exactly as you entered it in the New Password field for verification. Asterisks display in this field instead of the entered characters.
Use the options in this group box to select report delivery options. You can only select options that your system administrator has enabled in the Printing Defaults tab of the Manage Users screen.
Select this check box to print reports using a system printer by default.
Select this check box to download reports by default.
Select this check box to archive reports by default.
Select this check box to save reports to a file by default.
Select this check box to have reports directed to an email recipient by default.
Select this check box to have reports directed to a local printer by default. This option is disabled if the Local Printer/Download option in the Printing Defaults tab of the Manage Users screen is cleared.
Use the options in this group box to change your telephone number. You can only change your telephone number if your system administrator has enabled your account to do so. If you have not been granted permission by your system administrator, an error message displays when you attempt to change your password.
Use this field to enter your telephone number.
Use this field to enter your telephone extension number.
Use this group box to specify default locale information.
Use this field to enter, or use to select, the default locale for this user. The descriptive name of the locale displays in the adjacent field.
Select this check box if your email address is entered in the Workflow tab and the Notify When Batch Process/Report Is Completed check box is selected in the Information tab of the Manage Users screen.
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 drop-down list to select how application screens are displayed on your computer monitor. The available options are:
Default — Select this option to use the system-wide default mode specified on the Configure System Settings screen.
Yes — Select this option to adjust the layout of application screens to your current browser and monitor settings.
No — Select this option to display application screens in their default layout.
|
Subtask |
Description |
|
Change Default Period |
Click this link to open the Change Default Period subtask and modify the default period you want to use. |
|
UI Profiles |
Click this link to open the UI Profiles subtask and view user interface profiles available that are available for use. |
This table window displays a list of all the Costpoint applications from which you can select those that you want to include on My Menu, which is found at the upper-left portion of your screen (
). The fields in this table window display all of the pertinent information for each application and their location within Costpoint.
To select applications to include on My Menu, select the application on this list of all Costpoint applications, and then click Select. The selected application is then moved to the My Menu table window to verify that it is now included on My Menu.
This field displays the ID code of this application.
This field displays the descriptive name of this Application.
This field displays the domain where this application is located. Costpoint is broken down into six domains where applications that perform one general function are grouped together by module and then by area of function. The domains are:
Accounting
Projects
Employee Management
Materials Management
System Controls
Administrative Tools
This field displays the ID of the module where this application is located. Costpoint domains are broken down into modules where related applications are grouped together by their area of function.
This field displays the descriptive name of this Module.
This field displays this application's area of function.
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 
to add a new entry to this table window, or select an application from the My Menu Application List table window and click Select to add that application to My Menu.
Use this field to enter sequence numbers to determine the order of the menu items displayed on My Menu. Use this field to arrange or rearrange the order in which applications and headers displays on My Menu.
Use this drop down list box to select whether this entry is an Application or Header.
If you select Application, you must then enter a descriptive title to identify this application in the My Menu Title field and specify the application ID in the Application field. If you used the My Menu Application List table window to select an application, this field automatically selects Application as the line type and Costpoint automatically populates the rest of the fields.
If you select Header, you must then enter a descriptive name for this group header. This group header acts as a expandable/collapsible separator for your application groupings.
Use this field to enter a descriptive title to identify this application or group header. This title is what displays on My Menu. If you used the My Menu Application List table window to select an application, Costpoint automatically populates this field.
Use this field to enter, or use to select, the ID code of the application you want to include on My Menu. If you used the My Menu Application List table window to select an application, Costpoint automatically populates this field.
This field displays the name of the selected application.
|
Subtask |
Description |
|
Default My Menu |
Click this link to open the Default My Menu subtask and append or replace the default My Menu settings. |