General Tab of the User Preferences Dialog Box

Use this tab to set the default dashboard, specify delegations for assignments, and establish other basic user preferences settings.

This help refers to default tabs and fields. Your system administrator may have modified these tabs and fields to meet your company's business requirements.

Default Dashboard

Use this field to search for a particular dashboard. Click to select a dashboard. The Dashboard Search dialog box displays. Alternatively, you can enter a dashboard name in this field. The list of available dashboards includes those that you own and those to which other users have given you read-only access, except for a system administrator who will be able to see all dashboards.

The default dashboard is set in the Default Dashboard field on the General tab in System Settings. If no default dashboard is set, the field is blank.

For more information, see Dashboards Overview and System Settings Overview.

Delegate My Assignments To:

Select a user whom you want to delegate your workflow assignments to. When a workflow step starts, the system will check whether an assignee on the step is delegating their assignments. If they are, the system will create an assignment for the assignee and for the delegate. Assigning a delegate does not change existing assignments. See Reassign a Step in Progress for information about how to reassign an assignment.

For more information, see Delegate Assignments.

Click the to select a user. The User Search dialog box displays. You can also enter the user name. The EPM Security Administrator can also be used to delegate assignments.  

Delegating assignments is not used in the Enter Progress feature.  The Assignment Mapping Grid is used to allow other users to enter or approve progress for a user.  For more information, see Assignment Mapping Grid.

Remember Window Sizes for Deltek Screens and Reports

When you first install and log into PM Compass, the windows displays in full screen. If you select this option and you resize the window, PM Compass remembers the new size the new time you open the product.

Automatically Hide Navigation Menu

Select this check box for PM Compass to automatically hide the Navigation menu after you select a menu option. When not selected, you can still hide the Navigation menu by clicking the Hide Navigation button on the main Navigation menu.

Find Words That Sound the Same When Performing Searches

Select this check box for PM Compass to include words that sound the same in its results when doing searches. For example, when searching for John Smith, PM Compass also finds John Smyth. When the option is not selected, PM Compass will not include John Smyth in the search result.

Automatically Retrieve Records When Opening Searches

Select this check box to automatically populate the result list in the Search dialog box. In order for the change to take effect, you must log out of and back in to PM Compass.

If this option is not selected when you open the search lookup, the result list is blank and you will need to click the Search button to populate the result. In addition, when you select a saved search, you will need to click Search to update the search result.

When this option is selected, and if there are many records being retrieved, it will take a longer time to populate the search dialog box.

This setting only applies for the currently logged in user and is only available when the same option is also selected on the System Settings General tab which is where you set it for all users.

Change Password

Click this button to change the password. The Change Password dialog box displays.

Display Settings

Click this button to change the user interface of PM Compass according to your preferences. The Display Settings dialog box displays.

Enter Metric Logs

Select this check box to automatically log metrics used to evaluate the performance of PM Compass while you perform actions such as creating a change request. The metrics log file, called ClientMetrics.log, is located in the My Documents\Deltek\PM Compass\Logs\Metrics folder. If you select this check box and the log file and directory do not exist yet, PM Compass will create them automatically. PM Compass remembers the state of this check box and loads it every time you log in.

Logging metrics uses system resources. Select this check box only to create a log for specific processes. Once the necessary logs have been created, you should clear this check box.

What do you want to do?

Set default dashboard

Delegate assignments

Automatically hide the Navigation menu

Automatically retrieve records when opening searches


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