Use the Organize Options dialog box to select and set options for saving or modifying personal or role-based specific settings.
| Field | Description |
|---|
| Folder Name
|
Select one of two folders from the drop-down list for this option:
- Select
Personal Options if the options are for your own use only.
- Select
Global Options to create a set of options to share with other users.
You can also set up subfolders in the Personal Options folder and Global Options folder and save option sets to those subfolders.
|
| Save Name
|
Enter a new name or select an existing one:
- When you create a new set of options, enter a name for the set. You can save multiple sets of options for a single report if you save each set using a different name.
- When you modify a set of saved options, select that set using the drop-down list.
|
| Access to all roles
|
Select this option to save the set of options as a global set that is available to all Reporting users. Clear this option if you want to grant access to the set of options only to selected roles.
|
| Available Roles, Assigned Roles
|
To grant access to a set of options based on
Deltek security roles, move the roles from
Available Roles to
Assigned Roles. Only the
employees who are assigned one of the security roles in
Assigned Roles can use the set of options.
To move a role from
Available Roles to
Assigned Roles, click the role and click
Add.
To move a role from
Assigned Roles back to
Available Roles, click the role and click
Remove.
If you click
Save without selecting any roles,
Deltek automatically selects
Access to all roles when it saves the set of options.
|
| Use as default options
|
Select
Use as default options if you want to use these settings as default settings for the report.
- If you save the options in the Personal Options folder, these options are your personal default settings for the report.
- If you save the options as a role-specific set in the Global Options folder, these options are the default settings for the report for everyone who uses the report.
|
| Buttons
|
Delete: Delete the set of saved options specified in
Save Name.
Close: Close the dialog box without saving your entries.
|
