General Options

Use this tab to specify the general options you wish to use such as password information, defaults, e-mail settings, and row settings. Use the Search feature to display the locales that have been set up previously.

Password Settings

Currently Time & Expense allow a maximum password size of 40 characters.

Minimum Length

Select the number of characters for the minimum length of the password. The valid options are "1" through "20."

Life

Select the number of days that the password will be valid.  The valid options are:

If you select "0," the password will never expire.

Recycle

Select the number of days that must pass before an individual can re-use a password. The valid options are:

Login Attempts

Select the number of times an individual can attempt to log in. The valid options are "3," "4," and "5." If an employee exceeds this number, his password will be deactivated and the system will display the following error message: "Your login account has been disabled. Please contact your system administrator."

Allow PIN use on Mobile device

If your company is licensed for Deltek Mobile Time, select this option to enable employees to log on to the Mobile Time application using a personal identification number (PIN). The PIN is automatically synchronized with the regular system password, but it cannot be used to log on to the desktop version of the Time Entry module.

Because the PIN is synchronized with the password, the PIN stands in for the password when users log on to Mobile Time. However, since it is only four digits, it is easier to enter it when logging on from a hand-held device.  

After you enable this option, employees who wish to use a PIN must first enter it in the PIN field of the Mobile Time User Options screen.

When an employee changes his or her system password, the PIN is automatically synchronized with it. However, should a logon attempt be made before the synchronization occurs, Deltek Mobile Time requires the user to enter the system password instead.

This option is available only if you are licensed for Deltek Mobile Time. To learn more about configuring Deltek Mobile Time,  click here or see "Appendix C: Configure Deltek Mobile Time" in the Time Collection Getting Started Guide.

Must Contain At Least One

Number

Select this checkbox if the password must contain at least one number.

Special Character

Select this checkbox if the password must contain at least one special character. Special characters are: ~ ! @ # $ % ^ & * ( ) _ - + = [ ] { } | \\ < > / ?

Require Mixed Case

Select this checkbox if the password must contain a mix of lower case and upper case characters.

Defaults

UDT01 Type Code

Select the UDT01 Type that you want to use as a default for imported records that do not have a UDT01 Type code.

Security Role

Select the security role that you wish to use as a default for new employee records that are added or imported into the system.  

See the "Security Role" section of the Deltek Time Collection Getting Started Guide for more information.

Date Edit

Select the type of date edit that you want performed on starting and ending dates. It will be used as the default value for the UDT01 and UDT02 date edit and the for UDT01 and UDT02 imported records. The valid options are:

If you select "Hard Edit" and the starting or ending date is outside the allowed range of dates, the employee will receive an error and will not be able to save his timesheet. If you select "Soft Edit" and the starting or ending date is outside the allowed range of dates, the employee will be able to save his timesheet after responding to a warning message.

Default Screen

Select the screen that will first display when an employee initially logs in to Deltek Time\Expense\Self Service.  If you are licensed only for Deltek Time, the valid options are:

If you are licensed only for Deltek Expense, the valid options are:

If you are licensed for both Deltek Time and Deltek Expense, the valid options are:

Currency

Select the currency that will be used as the default when you create new employee records. This currency is also used as the base currency on expense reports. The available options are those with the Use checkbox selected in the Currencies screen under General Setup. They are listed in alphabetical order.

You must use " USD" for the currency.

 

The currency is imported from Costpoint.

Notification Method

Select the notification method that will be used as the default when you create new employee records and when an employee initially logs in to Deltek Time\Expense\Self Service . This notification method is also used in conjunction with the workflow process. The available options are "Alert" and "Email."

Show Menu

Select this checkbox if you want the Navigation menu to display when an employee logs in.  This value is used as the default in the Defaults tab of the Employee Information screen.

Interface Options

Export Location

Enter the full path name of the export location for the ASCII and/or XML files. See the "Interfacing" chapter of the Deltek Time & Expense with ESS Technical Guide for more information.

Server Settings

Time Zone

Use the drop-down box to select the server's time zone. This is the time zone in which the server resides.

Email Settings

System Address

Enter the system administrator e-mail address. The system uses this as the "SYSTEM" e-mail address in the notification process. It is also used as the Contact Us email hyperlink.

SMTP Server Name

Enter the Simple Mail Transfer Protocol (SMTP) server name. This is the name of the server that sends all emails created within Workflow.

SMTP User ID

Enter the User ID you have set up for your SMTP server if the server requires a user ID and password.

SMTP Password

Enter the password you have set up for your SMTP server if the server requires a user ID and password. The password will display "*" as you type.

If you change the SMTP server address, you will need to restart WebLogic.

Row Settings

Max Table Rows

Use the drop-down box to select the maximum number of rows to display in a table window.  (If this number is exceeded in the table window, users can select the More pushbutton to load the remaining rows.)  The valid options are:

Max Lookup Rows

Use the drop-down box to select the maximum number of rows to display in a Lookup dialog.  (If this number is exceeded in the Lookup dialog, users can click the Previous and Next buttons to navigate through the entire charge list.)  The valid options are:

Max Search Rows

Use the drop-down box to select the maximum number of rows to display in a Search results screen.  (If this number is exceeded in the Search results screen, users can select the More pushbutton to load the remaining rows.)  The valid options are: