Settings
Use Settings to establish fundamental information such as security settings, password policies, user records, and so on. You specify most settings in the browser application, while you set others in the desktop application.
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 and then log back in.
- Related Topics:
- Security Settings
Security features make it possible for your system administrator to grant or restrict user access to applications, forms, and records. - Workflow Settings
Use workflows to specify conditions in applications for which you want to be alerted. You can also use the Numbering options to view the current formats for your firm 's record identification numbers, and to set up auto numbering for records. - Desktop Application - Approvals Workflow Settings
Access Approvals Workflow settings in the desktop application. Use workflows to specify conditions in applications for which you want to be alerted. - Time Settings
Use Time Settings to set up and maintain timesheet periods, time groups, time categories, and non-work days. You also determine some of the items that employees can or must enter on their timesheets, such as overtime, electronic signatures, and comments. - Expense Settings
Use Expense Settings to set up and maintain expense report entry and processing settings. You set up expense groups, expense categories, signature requirements, general ledger accounts for posting, approvals, reimbursement options, check templates for expense payments, and more. - Cash Management Settings
In Cash Management Settings, you set up your company's bank codes, tax codes, accounts payable transactions, and credit cards. - Accounting Settings
Before you perform and process accounting tasks in, enter accounting settings. - General Ledger Settings
Use the General Ledger Settings to create and maintain accounts, account ranges, and summary and detail account groups. - Currency Settings
Use Currency Settings to establish currency formats. If you enable multiple currencies, you also specify the functional and triangulation currencies used in calculating currency exchanges. You can also set up and maintain daily and period exchange rates. - Billing Settings
Before you use Billing, you must choose settings and provide information to be used 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. If your firm uses multiple companies, you must configure Billing for each company. - Rate Tables
Use the Rate Tables settings form to set up special billing and cost rates for labor and expenses. - Resource Planning Settings
Use the Resource Planning settings forms to specify how you want to enter and view project plans, calculate planned amounts, and manage resource assignments. - Project Settings
Use the Project settings forms to select options related to entering budgets, compensation and contract amounts, and service estimate information for projects. If Vantagepoint is set up to support multiple companies, these settings apply to all of your companies. - CRM Plus Settings
If the CRM Plus module is activated, use the CRM Plus Settings form to specify settings for that module. - Labels and Lists Settings
You can replace the default Vantagepoint labels with those that are used in your firm (for example, replace the default "Client" with "Customer"). You can also specify the valid values that appear in drop-down selection lists for some Vantagepoint fields (for example, a list of the valid project stages). You complete these customization tasks in Labels and Lists Settings. - General Settings
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 in the desktop application to establish settings for user-defined components, lookups, report labels, and custom reports. - Asset Management Settings
Use Asset Management configuration in the desktop application to specify enterprise-wide settings for the Asset Management application, which helps you track and process depreciation or amortization for asset items that you capitalize. - Organization Setup (Desktop)
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. - 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 Settings (Desktop)
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.
Parent Topic: Deltek VantagepointSM Help