Contents of the Options Form in General Settings
Use the Options form to enter various system-wide and company-specific settings.
Field | Description |
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Save | Click this button to save your changes on the Options form. |
Global Options Section
The options in this section do not change when a user switches companies.
Hey Deltek
Field | Description |
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Enable Hey Deltek! Natural Language Interaction Feature | Select this check box to allow users to easily interact with Vantagepoint using natural language and common commands. |
Activity Settings
Field | Description |
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Number of Seconds to Poll for Alerts | Activity alerts are designed to remind you of calendar events, tasks to be assigned or approved, and the need to submit timesheets, expense reports, and project budgets. The polling interval that you specify determines how often
Vantagepoint checks for alert activity.
Enter the polling interval in seconds. The value you enter must be greater than 0. Deltek recommends a value of 6; however, it can be higher if needed. |
Employees
Field | Description |
---|---|
Restrict Terminated Employees from Being Reactivated | Select this check box to restrict employees with a terminated status from the being reactivated. If you select this restriction check box and then, on the Summary pane in the Employees hub, set the
Status option to
Terminated (cannot reactivate), two things happen:
|
Export Reports as Files
The following export options allow you to save reports, including invoices, on the Vantagepoint application server or a server of your choice.
Field | Description |
---|---|
Export Reports as Files | Use this option to select the type of export process, if any, that you want to apply to reports, including Billing invoices:
|
SFTP Host Name | If you set the Export Reports as Files option to Allow Reports to be Uploaded via SFTP, use this field to specify the name of the SFTP host. |
SFTP User Name | If you set the Export Reports as Files option to Allow Reports to be Uploaded via SFTP, use this field to specify the SFTP username. |
SFTP Password | If you set the Export Reports as Files option to Allow Reports to be Uploaded via SFTP, use this field to specify the SFTP password. |
FileStream File Size
Field | Description |
---|---|
Number of Megabytes Upload Limit | This field displays if
Vantagepoint is configured to allow employees to upload documents for transactions, templates, and hubs (it does not apply Adobe InDesign templates). When you upload a document, a copy of the file is stored in
Vantagepoint. To control the size limit for each file, enter the maximum allowable file size in Megabytes (MB). If the uploaded file exceeds the allowable limit,
Vantagepoint displays an error message an includes the impacted file names.
You must enter a number in this field. You cannot leave it blank. |
Text Editor Defaults
Specify the default font and size that the Text Editor uses whenever someone enters text in a memo, comment, note, description, or proposal field. The default settings are also used in reports that include these fields. Changing the default font and size does not change formatting for any existing text. The new font and size apply only to text that you enter after you make the change.
Field | Description |
---|---|
Font | Use this field to select the default font. |
Size | Use this field to select the default size. |
Calendar
Field | Description |
---|---|
Allow Users to Share Their Calendars | Select this check box to allow calendars to be shared and viewed among Vantagepoint users. |
Active Directory
Field | Description |
---|---|
Tenant Domain Name | Enter a domain name in this field, based on the type of directory that you are using:
|
Client ID | Enter the Application ID that was generated when you added and configured the Vantagepoint (Client) application in Azure AD. |
Server Client ID | Enter the Application ID that was generated when you added and configured the Vantagepoint application in Azure AD. |
Secret Server Key | Enter the key value that was generated when you added and configured the
Vantagepoint application in Azure AD.
Historically, the maximum duration of the Secret Server Key was two years. However, Microsoft has expanded the duration, to allow the administrator to specify an unlimited timeframe so that the key never expires. If you do not specify an unlimited duration, you must track the expiration date and reset the Secret Server Key before the expiration date. This will prevent login errors. If the date for the Secret Server Key expires, you will receive an access denied (401) error when you launch the application and you will not be able to log in to the application. |
Internet Authentication
Field | Description |
---|---|
Domain | If your company requires credentials for Vantagepoint to make an Internet (HTTP) call, enter the authentication domain name. |
Username | If your company requires credentials for Vantagepoint to make an Internet (HTTP) call, enter the authentication username. |
Password | If your company requires credentials for Vantagepoint to make an Internet (HTTP) call, enter the authentication password name. |
Workflow
Field | Description |
---|---|
Enable Workflow Troubleshooting Log | Select this check box to enable the Workflow Troubleshooting log. The log records the progress of each user-initiated workflow, such as when events start, and when individual actions succeed, fail, or are not executed because defined conditions are not met. You set up user-initiated workflows in
Warning: Use this log only as a short-term troubleshooting tool to determine why workflows do or do not work correctly. If you leave the log enabled for extended periods of time, it may result in Vantagepoint performance degradation. To view the log, open the WorkflowLog table in the Vantagepoint database using a direct connection to the SQL database or using ODBC access. After you enable the log and then you disable it, all the data in the log is cleared automatically. When you upgrade Vantagepoint to a new release, the Enable Workflow Troubleshooting Log check box is cleared automatically, and all the data in the log is cleared. |
.
Number of Seconds for Web Service Timeout | Use this field to prolong the duration before web service timeout. The default duration for web service timeout is 100 seconds. To make the duration infinite, enter 0 or leave the field blank. |
Number of Minutes for Application Session Timeout | Enter the amount of idle time after which a user will be prompted to log back into Vantagepoint. A blank value indicates that no timeout exists, and users will not be required to log back into Vantagepoint, no matter how long they have been idle. |
Desktop Lookups Section
Field | Description |
---|---|
Allow Users to Automatically Retrieve Records in Lookups | If you select this check box,
Vantagepoint controls whether or not records are automatically retrieved when users open lookups. If the option is not selected,
Vantagepoint does not retrieve records automatically on lookups.
You can determine whether Vantagepoint retrieves records automatically when you open a lookup. To do this, click on the title bar. On the General tab of the My Preferences dialog box, select the Automatically retrieve your record in Employee Hub/Employee Review option. If your company has a large database, you may decide against selecting this option because retrieving records may take some time. |
Use lookup limits | Select this check box to control the number of records displayed at one time in the results grid in a lookup dialog box. This setting affects all lookups. If your enterprise has a large database, you may want to limit the number of records displayed because retrieval may take some time.
When you select this check box and enter a number in the
Maximum number of records field below the check box, the following items display on a lookup dialog box after you click the
Search button:
|
Maximum number of records | If you selected the Use lookup limits check box, enter the maximum number of records to display at one time in the results grid of a lookup. |
<Company Name> Section
The options in this section apply only to the currently-selected company. Use this section to establish your company's name and address and set the default address format. Name and address information displays at the top of screens, on your invoices (if you use Billing), and in the headings of reports.
Field | Description |
---|---|
Firm Name | Enter your company's name, which displays at the top of screens, on your invoices (if Billing is installed), and in the headings of all reports. |
Byline | Enter the byline of the firm. |
Company Email | Enter your firm's email address. |
Company Phone | Enter your firm's phone number. |
Default Address Format | Select the default format for the Address fields. If the Country field is blank on a record, the setting in this field determines which address format is used in reports. |
Enable Payroll Module | If your company purchased the Payroll application, select this option to enable Payroll in the Vantagepoint desktop application. |
Address Line 1 - 4 | Enter address information. |
Country | Select the country associated with the firm's address. |
Allow No Format | Select this check box to allow users to choose Do not format when they enter a phone number. This gives them the option to enter a phone number in a format other than one of the defined formats. |
Default Country | Select the country associated with the phone number format you want to use as the default. This drop-down list contains all countries for which you have defined one or more phone number formats on the Lists form (in | ).
Default Description | If more than one format exists for the country in Default Country, select the format you want to use as the default for phone number fields for the company. |
Enabled Languages Section
Use these options to specify the languages that are available for selection in Vantagepoint. This includes the Language option on the Vantagepoint login screen, as well as the Language options on various forms throughout the application.
If more than one language is in use, you can specify a primary language for new employee records. This is the language that displays when a user logs in to the browser initially, as well as the default language for email and workflow notifications.
If only one language is specified, that language is used when you log in and the Language option does not display on the Login screen.
If no primary language is specified, the language most recently used at login time is used. If that language is not available, the language that is specified for the browser settings is used. If that language is not detectable, Vantagepoint defaults to the first available allowed language in the list.
Field | Description |
---|---|
Language | This column displays the names of the languages that are currently enabled. To enable more languages, use the + Add Language option to open the Language lookup and select from the languages that are available for your role. The languages that you enable are then available for selection in the Language options in the Employees hub and . |
Primary Language | Select the language that is used as the default language for a new employee record. This is the language that displays for the employee upon initial login, as well as the default language for email and workflow notifications.
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