Screen Configuration Panel
The changes you make using this panel apply only to your user ID.
User, Company, and System Information
The top part of the Screen Configuration Panel displays your user ID and Costpoint system into which you are logged.
Field | Description |
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Company | The identification code of the company into which you are logged. |
System | The name of the database Costpoint is currently accessing. |
Validation Frequency | The validation method Costpoint is currently using. |
Application Preferences
This section allows you to select a UI profile to edit. You can customize application layouts, top-level toolbar icons, and My Menu configurations and save them for your user ID and/or a UI profile. You must first launch a screen before you can use these options.
Field | Description |
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Application Layout Changes |
Click Save to retain the current application display. For example, you might want a specific subtask to automatically display every time you access a particular application. You can also save the order of the columns for a particular table. Click Reset to revert to the default settings for this application. |
Global Toolbar Icon Options | Click Edit to configure the Global Toolbar. You can rearrange the display of function icons, as well as add or remove them. You can also choose whether or not to display function labels for the icons. Your configurations apply for each application type. For example, if you configure the Navigation Toolbar on the Manage Project Billing Information application, that configuration will apply for all Data Entry applications in Costpoint. |
Click Reset to return the toolbar display to the default setting. | |
Color Theme | Display a light or dark color theme for Costpoint. Options include:
|
Ask Dela Icon Location | Choose where to display the Ask Dela AI assistant on the screen:
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Configure User Preferences | Click the Configure User Preferences link at the bottom of the window to modify the contents of My Menu on the Configure User Preferences screen. |