MyDesktop

Use the MyDesktop screen to perform your tasks, see your alerts, and quickly move to anywhere in the system. The tasks and alerts that display depend on the Workflow events set up in the system. You can also set up your own menu area in the MyMenu section. You can use this section to replace the menu navigation area. In the MyTimesheets and/or MyExpense Reports group boxes, you can display a number of your recent timesheets or expense reports.  To open a timesheet or expense report, select the description.

In the Preferences screen, you decide whether the splash, timesheet, or desktop screen is displayed when you log in.  In the same screen, you can determine whether to display the menu navigation area. If the menu is hidden, there is more space on the screen.

Whether the desktop includes sections for expense reports and/or timesheets depends on whether you are licensed for Deltek Time or Deltek Expense. Even though a system may be licensed for both products, individual users may be licensed only for one.

When do I use the Desktop screen?

If your company is using the Workflow functionality, you should check your MyDesktop screen frequently for possible tasks and alerts. If your company is not using Workflow, you can still use the MyDesktop screen to create your own menu and/or select current or previous timesheets/expense reports to view.

There are a couple of ways to access the MyDesktop screen. As mentioned earlier, you can set the Desktop screen as your default screen in the Preferences screen. With this setting, it will always appear as the first screen when you log in. You can also select the MyDesktop icon from the global options area at any time to view the Desktop screen.

The MyDesktop components

The desktop information is broken down into the areas listed.  The ordering of this information on your screen depends on how you set up the screen in the Edit MyDesktop Layout option.

Application Options

Edit MyDesktop Layout

Functions

Delegation

Select the Delegation pushbutton to set up individuals as your delegates to perform your tasks when you are unable.

Refresh

Select the Refresh pushbutton to refresh the contents of the screen with current system information.

MyTasks/MyAlerts Filter

Use the drop-down box to filter the tasks and alerts to one functional role to which you are assigned.

Sections

MyTasks

MyAlerts

MyTimesheets (Deltek Time Only)

MyExpense Reports (Deltek Expense Only)

MyExpense Authorizations (Deltek Expense Only)

MyExpenses (Deltek Expense Only)

MyMenu

Refresh

Select the Refresh pushbutton to refresh the contents of the screen with current system information.