User Preferences

When you access this screen, the system automatically displays the user's non-editable ID in this field.

[The user ID is set up by the system administrator in the Users screen (Administration\Maintain\Users).]

You can change the data in this field if your system administrator has enabled you to do so.

As applicable, enter up to 60 alphanumeric characters to specify the desired user name.

[Permission to change user name data is set up via checkbox selection in the Can Change Name checkbox in the Preferences User Can Change group box (in the Information tab) in the Users screen (Administration\Maintain\Users).]

Note:  If a user has not been granted permission in the Users screen to access the User Name field, any attempt by the user to set up or change this field data results in the display of a system error message stating that the user is not authorized to change the value of this field.

You can change the data in this field if your system administrator has enabled you to do so.

Enter, or use Lookup to select, the name of your default reporting company, as applicable.

[Permission to change the user's default login company data is set up via checkbox selection in the Can ChangeDefault Company checkbox in the Preferences User Can Change group box (in the Information tab) in the Users screen (Administration\Maintain\Users). This permission does NOT extend to the reporting company.]

You can change the data in this field if your system administrator has enabled you to do so.

Enter, or use Lookup to select, the name of your default login company, as applicable.

[Permission to change the user's default login company data is set up via checkbox selection in the Can Change Default Company checkbox in the Preferences User Can Change group box (in the Information tab) in the Users screen (Administration\Maintain\Users). This permission does NOT extend to the reporting company.]

Note:  If a user has not been granted permission in the Users screen to access the Login Company field, any attempt by the user to set up or change this field data results in the display of a system error message stating that the user is not authorized to change the value of this field.

You can change your password if your system administrator has enabled you to do so.

As applicable, enter the current password that you want to change in this field.

Asterisks display in this field instead of the entered characters.

[Permission to change user name data is set up via checkbox selection in the Can Change Password checkbox in the Preferences User Can Change group box (in the Information tab) in the Users screen (Administration\Maintain\Users).]

Note:  If a user has not been granted permission in the Users screen to access the password fields, any attempt by the user to set up or change this field data results in the display of a system error message stating that the user is not authorized to change the value of this field.

You can change your password if your system administrator has enabled you to do so.

As applicable, enter up to 20 alphanumeric characters to designate your new password.  Your entry must consist of at least eight characters.

Asterisks display in this field instead of the entered characters.

[Permission to change user name data is set up via checkbox selection in the Can ChangePassword checkbox in the Preferences User Can Change group box (in the Information tab) in the Users screen (Administration\Maintain\Users).]

Note:  If a user has not been granted permission in the Users screen to access the password fields, any attempt by the user to set up or change this field data results in the display of a system error message stating that the user is not authorized to change the value of this field.

You can change your password if your system administrator has enabled you to do so.

As applicable, retype your new password exactly as you entered it in the New Password field.

Asterisks display in this field instead of the entered characters.

[Permission to change user name data is set up via checkbox selection in the Can Change Password checkbox in the Preferences User Can Change group box (in the Information tab) in the Users screen (Administration\Maintain\Users).]

Note:  If a user has not been granted permission in the Users screen to access the password fields, any attempt by the user to set up or change this field data results in the display of a system error message stating that the user is not authorized to change the value of this field.

Select this checkbox to send reports to a network printer by default.

Select this checkbox to download reports by default.

Select this checkbox to archive reports by default.

Select this checkbox to print reports to a file by default.

Select this checkbox to have reports directed to an email recipient by default.

You can change your phone number in this screen if your system administrator has enabled you to do so.

As applicable, enter up to 25 alphanumeric characters in this field to identify your phone number.

[Permission to change user phone number and extension data is set up via checkbox selection in the Can Change Phone and Extension checkbox in the Preferences User Can Change group box (in the Information tab) in the Users screen (Administration\Maintain\Users).]

Note:  If a user has not been granted permission in the Users screen to access the Phone and Extension fields, any attempt by the user to set up or change this field data results in the display of a system error message stating that the user is not authorized to change the value of this field.

You can change your phone number in this screen if your system administrator has enabled you to do so.

As applicable, enter up to 6 alphanumeric characters in this field to identify your phone extension number.

[Permission to change user phone number and extension data is set up via checkbox selection in the Can Change Phone and Extension checkbox in the Preferences User Can Change group box (in the Information tab) in the Users screen (Administration\Maintain\Users).]

Note:  If a user has not been granted permission in the Users screen to access the Phone and Extension fields, any attempt by the user to set up or change this field data results in the display of a system error message stating that the user is not authorized to change the value of this field.

This checkbox is selected if the user's email address is entered on the Workflow tab of the Users screen (Administration\Maintain\Users) and the Notify When Batch Process/Report Is Completed checkbox is selected on the Information tab of the Users screen (Administration\Maintain\Users).

Choose your tool-bar preference by selecting "Simple" or "Advanced" from the drop-down list.

Select "Simple" to display a toolbar with descriptive text beside each icon. There will be fewer icons visible when this option is selected.

Select "Advanced" to display all available icons.  There is no descriptive text displayed when this option is selected.

Note: You must restart Costpoint to activate changes to this field.

 

Select this checkbox to automatically hide the domain tabs when an application is loaded. Youu can also hide these tabs manually by clicking the Hide Menu icon (see note for this section).

When you select this checkbox and open an application, click on anything other than the domain tabs or the Hide Menu icon to hide the domain tabs allowing extra screen space for the application.

Click the Hide Menu icon to re-display the domain tabs.

 

Note: Find the Hide Menu icon in the upper left corner of the screen.  When the domain tabs are hidden, the icon is a "+". When the tabs display, the icon is "-".

 

Note: You must restart Costpoint to activate changes to this field.

 

This field displays the applications available for you to select.

This field displays the name of the selected application.

This field displays the domain of the selected application.  The domains are the primary tabs of the Costpoint screen.  The domains are:

• Accounting

• People

• Projects

• Materials

• Administration

This field displays the action heading for the selected application.  The various Costpoint actions are listed on the second row of tabs on the Costpoint screen.  The actions are:

• Configure

• Maintain

• Transactions

• Process

• Review

• Utilities

This field displays the entity that includes the selected application.  For example, if you selected the application APPCKA (Approve Checks), you will see that it is included in the Checks entity along with the Record Manual Checks application.

Accounting (Domain)\Transactions (Action)\Checks (Entity)\Approve Checks (Application)

Use this drop down to select "Group Header" if this menu row will be used to call a summary group header.  Select "Application" if this menu row will be used to call a specific application.

If you have selected applications from the My Menu Application List, this field will already be populated.

Enter sequence numbers to determine the order the menu items display on My Menu.

Enter, or use Lookup to select, the name of the application you want to include on your menu.  If you have selected applications from the My Menu Application List, this field will already be populated.

Enter, or use Lookup to select, an application. If you have selected applications from the My Menu Application List, this field will already be populated.

This field displays the name of the selected application.

This field displays the domain of the selected application.  The domains are the primary tabs of the Costpoint screen.  The domains are:

• Accounting

• People

• Projects

• Materials

• Administration

This field displays the action heading for the selected application.  The various Costpoint actions are listed on the second row of tabs on the Costpoint screen.  The actions are:

• Configure

• Maintain

• Transactions

• Process

• Review

• Utilities

This field displays the entity that includes the selected application.  For example, if you selected the application APPCKA (Approve Checks), you will see that it is included in the Checks entity along with the Record Manual Checks application.

Accounting (Domain)\Transactions (Action)\Checks (Entity)\Approve Checks (Application)