Contents of the Configure User Preferences Screen

Use the fields and options to configure the Configure User Preferences screen.

Identification

Use the field in this block to edit your user name.

Field	Description
User ID	This field displays your user ID. User IDs can be set up by your system administrator using the Manage Users screen.
User Name	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. Note: System administrators can grant permission to change the user name on this screen by selecting the Can Change Name check box in the Preferences User Can Change group box (on the Information tab) on the Manage Users screen.

User Information

Use the fields in this group box to specify your company and telephone information, change/set your password, and set up report delivery options.

Default Information

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.

Note: System administrators can grant permission to change the default company on this screen by selecting the Can Change Default Company check box in the Preferences User Can Change group box (on the Information tab) on the Manage Users screen.

Field	Description
Reporting Company	Enter, or click to select, the name of your default reporting company.
Default Company	Enter, or click to select, the name of your default login company.
Default Application	Enter, or click to select, the application that will automatically launch when you log in to Costpoint.
Application Name	Click to select the name of the application that will automatically launch when you log in to Costpoint. If you selected an application in the Default Application field, this field displays the name of the default application.

Default Report Delivery Options

Use the options in this group box to select report delivery options. You can only select options that your system administrator has enabled on the Printing Defaults tab of the Manage Users screen.

Field	Description
System Printer	Select this check box to print reports using a system printer by default.
Download	Select this check box to download reports by default.
Print to File	Select this check box to save reports to a file by default.
Email	Select this check box to have reports directed to an email recipient by default.
Local Printer	Select this check box to have reports directed to a local printer by default. This option is disabled if the Local Printer/Download option on the Printing Defaults tab of the Manage Users screen is cleared.
Archive	Select this check box to archive reports by default.

Phone

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.

Note: System administrators can grant permission to change your telephone number in this screen by selecting the Can Change Phone and Extension check box in the Preferences User Can Change group box (on the Information tab) on the Manage Users screen.

Field	Description
Phone	Use this field to enter your telephone number.
Extension	Use this field to enter your telephone extension number.

Locale

Use this group box to specify default locale information.

Field	Description
Locale ID	Enter, or click to select, the default locale for this user. The descriptive name of the locale displays in the adjacent field.

Password Information

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.

Note: System administrators can grant permission to change the password on this screen by selecting the Can Change Password check box in the Preferences User Can Change group box (on the Information tab) on the Manage Users screen.

You must click after entering your preferences to successfully change your password.

Field	Description
Old Password	Use this field to enter your current password. Asterisks display in this field instead of the entered characters.
New Password	Use this field to enter your new password. Asterisks display in this field instead of the entered characters. Costpoint uses the following password validations: 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 clear in Administration > System Administration > System Administration Controls > Configure System Settings, the application checks the User Password History Table to determine whether the password has already been used. The password must begin with a letter. The password cannot contain any of the following: First name Last name First and last name User ID Employee ID The word "password" The password must meet the password complexity specified in Corporate Settings, which you access when you go to Administration > System Administration > System Administration Controls > Configure System Settings.
Verification	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.
PIN	Use this field to change your personal identification number (PIN).

Delegate Approvals

Use the fields in this group box to specify information on delegation of approvals. All fields are optional. If you do not enter values in Start Time and End Time, the delegation is permanent or until the record is changed again. If you enter only the Start Time is entered, the delegation will begin at that time and will be permanent until changed. If you enter only the End Time, delegation starts immediately and lasts until the end time is reached.

Field	Description
User ID	Enter, or click to select, the user ID of the person who you want to delegate approvals to.
Start Time	Enter, or click to select, the starting date of the period during which you want to delegate approvals to the selected person.
End Time	Enter, or click to select, the ending date of the period during which you want to delegate approvals to the selected person.

Other Options

Field	Description
Enable AutoComplete	Select this check box to enable the autocomplete feature for fields that have options. Whenever you enter a value (for example, user ID, buyer name, and 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.
Notify When Batch Job Is Completed	Select this check box if your email address is entered on the Workflow tab and the Notify When Batch Process/Report Is Completed check box is selected on the Information tab of the Manage Users screen.
Preferred Notification Method	Select the preferred notification method for Costpoint to inform you of application updates. The options are: Email IM Email and IM Default The default notification method is based on the preferred notification method set for your user profile in the Manage Users application. Costpoint must be configured for Skype for Business to select IM as the notification method.

UI

Field

Description

Auto Positioning

Use this drop-down list to select how application screens are displayed on your computer monitor. The following 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.

Subtasks

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.
Message Board Subscriptions	Click this link to open the Message Board Subscriptions subtask and view Message Boards to which a user is subscribed.
FIDO Security Keys (2FA)	Click this link to open the FIDO Security Keys (2FA) subtask and register your security key.

My Menu Application List

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.

Field	Description
Application	This field displays the ID code of this application.
Name	This field displays the descriptive name of this Application.
Domain	This field displays the domain where this application is located. Costpoint is broken down into five domains where applications that perform one general function are grouped together by module and then by area of function. The domains are: Accounting Projects People Materials Administration
Module	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.
Module Name	This field displays the descriptive name of this module.
Area	This field displays this application's area of function.

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 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.

Field	Description
Sequence	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.
Line Type	Use this drop-down list 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.
My Menu Title	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.
Application	Use this field to enter, or click 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.
Application Name	This field displays the name of the selected application.

Subtask

Subtask	Description
Default My Menu	Click this link to open the Default My Menu subtask and append or replace the default My Menu settings.