Contents of the Configure System Settings Screen

Use the fields and options to configure the Configure System Settings screen.

System Settings

Use this block to establish functional defaults as well as email notification preferences for this company. This block has three tabs:

• Company Settings: Use this tab to establish functional preferences as well as company and email system defaults.
• Batch Job: Use this tab to set default email addresses for both successful and unsuccessful batch job completions.
• Case Reporting: Use this tab to establish case reporting settings.
• Login Banner: Use this tab to create a message that displays on-screen for users to acknowledge before they can continue their login to Costpoint.
• Email Styling: Use this tab to brand your organization's outgoing emails, such as notifications and reminders, with customized logos, colors, and text.
• Interactive Email: Use this tab to control interactive emails for all applications.
  Note: The Interactive Email feature relies on Adaptive Card technology. If your company is using Microsoft 365 Government Community Cloud High (GCC High), this platform does not support Adaptive Cards, so the feature is unavailable to you.

Default Settings

Use this block to establish default settings for reports. These settings include page size defaults, footer labels and text, company logo, footer data, and defaults for font, locale, and locale file location.

This data is company-specific and effective for this company only.

Note: User-specific data takes priority over company-specific data for all of the fields in this block except the Print Currency Symbol check box, Footer Label field, and Footer Text field. If you enter data for these fields on the Manage Users screen, Costpoint uses that data in place of the company default data entered here.

Default Page Size

Use the fields in this group box to establish page and margin defaults.

Field	Description
Page Size	Use this drop-down list to select the default size for standard reports. The options are: None Letter A4 Custom If you select Custom, you must manually enter page height, width, and margin data.
Unit of Measure	Use this drop-down list to select the default unit of measure. The options are: None Inches Millimeters
Page Height	If you selected Custom in the Page Size drop-down list, use this field to enter the height of the default paper size based on your selection in the Unit of Measure drop-down list.
Page Width	If you selected Custom in the Page Size drop-down list, use this field to enter the width of the default paper size based on your selection in the Unit of Measure drop-down list.
Top Margin	Use this field to enter the default size of the right margin based on your selection in the Unit of Measure drop-down list.
Bottom Margin	Use this field to enter the default size of the bottom margin based on your selection in the Unit of Measure drop-down list.
Left Margin	Use this field to enter the default size of the left margin based on your selection in the Unit of Measure drop-down list.
Right Margin	Use this field to enter the default size of the right margin based on your selection in the Unit of Measure drop-down list.
Default Font	Use this field to enter, or use to select, the default font to use for reports. Note: You must first establish fonts on the Manage Report Fonts screen before you can assign one for use as a default in this field.
Default Locale	Use this field to enter, or use to select, the default locale to use for reports for this company. The locale defines the format for numbers and dates. The unlabeled field to the right displays the descriptive name for this locale. Report locales must first be established on the Manage Report Locales screen before you can assign one for use as a default in this field.
Print Currency Symbol	Select this check box to print currency symbols for most amounts displayed on reports for this company. User-specific data does not take priority over company-specific data for this field.
Company Logo	Use this field to enter, or use to select, the location of the default company logo graphic to display on reports for this company. Logo file locations must first be established on the Manage Alternate File Locations screen before you can assign one for use as a default in this field. The file location must also be linked to the user/user group using the Assigned Users/User Groups table window block on the Manage Alternate File Locations screen. Company logos must first be established in the Company Logos table window block on this screen before you can select one for use as a default on this screen.
Footer Label	Use this field to enter the default footer label which displays at the bottom of reports. User-specific data does not take priority over company-specific data for this field.
Footer Text	Use this field to enter the default footer text which displays at the bottom of reports. User-specific data does not take priority over company-specific data for this field.

Corporate Settings

This block has three tabs:

• General Settings: Use this tab to establish batch entry retry defaults and to activate the segregation of duties functionality. Also use this tab to enable the autocomplete feature and auto position mode.
• Security Settings: Use this tab to establish password life and password complexity parameters to apply across all companies. You can also use this tab to activate verification of employee status at login and to define system-wide parameters for passcode authentication.
• Interactive Engagements: Use this tab to enable or disable interactive engagements that provide information about Costpoint features.

Note: Your entries in this block apply to all companies established in Costpoint. This number cannot be different or changed on a company-by-company basis.

Company Logos

Use this table window block to enter the file name, file description, and URL location information of your company logos. This data is company-specific and is effective for this company only.

You must first establish alternate file locations on the Manage Alternate File Locations screen before you can assign a location for each company logo. You must then copy the graphic files you want to use as logos in an alternate file location.

Note: Images are scaled down proportionately to fit into a 1in x 0.48in box.

Click to add a new entry to this table window.

Field	Description
Logo Name	Use this field to enter a descriptive name of this logo graphic.
Description	Use this field to enter descriptive information for this logo graphic.
Logo File Location	Use this field to enter, or use to select, the alternate file location of this logo graphic. Note: You must first establish alternate file locations on the Manage Alternate File Locations screen before you can assign the logo locations on this screen.
Logo File Name	Use this field to enter the file name of this logo graphic.

File Upload Limits

Use this table window block to review and edit file upload limits for a number of pre-loaded system file types as well as to add/edit user-defined file upload limits.

This data is company-specific and effective for this company only.

Click to add a new entry to this table window.

Field	Description
File Extension	This field displays pre-loaded and user-defined system file extension names. You cannot modify pre-loaded system file extension names. When adding a new entry, use this field to enter the file extension name.
Description	Use this field to enter descriptive information for this file extension name.
Upload Rights	Use this drop-down list to select whether to Allow or Deny upload rights for files with this extension name.
Maximum Size (MB)	Use this field to enter the maximum upload size (in megabytes) permitted for files with this extension name.
Source	This field displays System Files if this file extension name is defined by Costpoint and User Files is user-defined.
Never Purge	Select this check box to prevent users from purging files of this file extension. If you clear this check box, you must also enter data in the Expiration Age and Expiration Timeframe fields.
Expiration Age	Use this field to enter the number of units (days, weeks, months, or years) at which files with this file extension can be purged. You must select the desired unit from the Expiration Timeframe drop-down list.
Expiration Timeframe	Select the unit of time (Days, Weeks, Months, or Years) from the drop-down list that applies to your numeric entry in the Expiration Age field and at which files with this file extension can be purged. If this field is not applicable, None displays.
Allow Override	Select this check box to allow the system to delete all expired files based on the Keep Until date that is set up for a file. Clear this check box for the system to delete all expired files based on the Expiration Age and Expiration Timeframe set up on this screen, regardless if the file has a Keep Until Date set.

Subtask

Subtask	Description
Notification Override	Click this link to open the Notification Override subtask and select notification methods for each notification type.
Offline Access Applications	Click this link to open the Offline Access Applications subtask and select the applications that users can access offline.