Learning the Basics
This section includes overviews of basic functions, descriptions of common views and dialog boxes, and steps for basic tasks.
- Related Topics:
- Actions Bar
Use this bar, located in the upper-right corner of certain pages, to perform actions such as editing fields and copying and deleting records, among others. - Change or Reset your Password
When you change or reset your password, it is only changed or reset for the data source into which you are currently logged. If you log into a different data source, that password may be different. - Export to a .CSV File
Use the List View to export information to a .CSV (comma-separated values) file. - Full-Screen Mode
Deltek recommends that you use Touchstone in full-screen mode. - Hide/Unhide the Navigation Pane
Use these steps to hide or unhide the Navigation pane. - List and Detail Views
You can view information in both the List and Detail view. - Log in to Touchstone
Users and groups must be set up in EPM Security Administrator and assigned to a named license before they can log in to Touchstone. - Saving Changes
There are two ways that Touchstone saves changes. - Set your Preferences
Use the My Preferences dialog box to change your password, define settings such as date formats, specify defaults, and upload an image. - Terms and Concepts
This topic describes terms and concepts used in Acumen Touchstone. - Using the "Find" field
You can type search characters in the Find field at the top of the view, or click the down arrow to search all available information. - Working with Grids
Much of the information is entered and displayed in grids.
Parent Topic: Getting Started