Settings

Use the Settings applications to specify your organization structure, password policies, Deltek users, and other basic information about how you want Deltek as a whole and each of its applications to function.

You access Settings in both the browser and desktop applications. The Settings menu is located the Navigation pane in both applications.

Be aware that changes to settings do not immediately affect users who are logged on at the time the change is made, including the person who makes the changes. The changes only take effect for those users after they log out of Deltek and then log back in.

Related Topics:

  • General System Settings (Browser)
    Use General Settings to establish settings for all users. You can restrict access to these options in Security settings.
  • General Settings (Desktop)
    Use General Settings to establish settings for all users. You establish both system settings and company settings. You can restrict access to these options in Security settings.
  • Labels & Lists Settings
    Use the Labels & Lists Settings form to replace the default Deltek labels with those that are used in your firm (for example, replace the default "Client" with "Customer") and to specify the valid values that appear in drop-down selection lists for some Deltek fields (for example, a list of the valid opportunity stages for your firm).
  • Users Settings
    Users are individuals who use the Deltek application.
  • Password Policies
    Before creating users, use Password Policies Security to establish the criteria for acceptable Deltek passwords. These policies apply when users change their own passwords, which they can do after the initial log in.
  • Workflow Configuration
    You use workflows to specify conditions in applications for which you want to be alerted. With workflows, you can automate the process of being alerted each time that a given event takes place.
  • Security Configuration
    Deltek's Security features make it possible for your system administrator to grant or restrict user access to applications, forms, and records in Deltek.
  • Organization Setup
    Similar to profit centers, organizations are separate business units that incur expenses or generate revenue. For example, if you divide your enterprise into regions and offices, you can create a separate organization for each region and office, and maintain information for each of these segments of your business.
  • Opportunities Settings
    Use Opportunity Settings to establish the guidelines for features in the Opportunities hub, such as Service Estimates and Estimated Revenue.
  • CRM Plus Settings
    If your organization uses CRM Plus, use CRM Plus Settings to enable global settings, such as Lead Qualification, within the application.
  • Accounting Settings
    Before you can perform and process accounting tasks in Deltek, enter accounting settings.
  • Advanced Accounting Settings
    Advanced Accounting Settings include options for general system-wide settings, intercompany billing, employee types, time analysis, overhead allocation, and more.
  • Asset Management Settings
    The Asset Management application helps you track and process depreciation or amortization for asset items that you capitalize. Use Settings > Accounting > Asset Management to enter enterprise-wide settings for the Asset Management application.
  • Time Settings
    Use Time Settings to set up and maintain timesheet entry and processing settings.
  • Expense Settings
    Use Expense Settings to set up and maintain expense report entry and processing settings.
  • Billing Setup
    Before you use Billing, you must choose settings and provide information that Deltek uses on a firm-wide basis for all projects for which you generate invoices. You can override most of this setup information on a project-by-project basis.
  • Resource Planning (Browser)
    Use the Settings > Resource Planning section to configure setting options for rates, global grids, resources, projects, non-work days, and generic resources. These setting options determine how you enter and view planning information for projects, opportunities, and resources.
  • Resource Planning (Desktop)
    Use the Generic Resource form to set up the generic categories of employees that you will use when you create your plans.
  • Payroll Setup
    Before your firm uses the Payroll application, you must establish company-wide options, such as the frequency of payroll runs, and set up the withholding codes to associate with employee labor. You also establish security settings for payroll, based on security roles.
  • Purchasing and Inventory Configuration
    When you configure Purchasing and Inventory, you establish purchasing and inventory items, item categories, inventory locations, units of measure, shipping addresses, bill-to codes, and the buyers and approvers, all at a system level for your firm.
  • Billing Rate Tables
    Set up tables that include special billing rates or markups for labor and expenses charged to a project.
  • Screen Designer
    An administrator uses Screen Designer to customize tabs, fields, and grids in hubs, set field security in hubs, and add new hubs.
  • Dashboard Designer
    Use the Dashboard Designer to create or modify your Dashboard.
  • Navigation Menu Designer (desktop)
    You can customize the Navigation menu to better suit your company's needs. You can add new menu items, rearrange existing menu items, or delete menu items.
Parent Topic: Deltek for Professional Services® Help