How to...

In General System Settings, you establish system-wide defaults for automatic numbering, audit trail reporting, text editor fonts, and so on.

If you use the Deltek First Vision Essentials cloud version of Vision, some of the tabs on the General System Settings form may not be available.

If you have the Document Management module installed: To convert SharePoint links into URL file links, see the Convert Sharepoint Document Links to URL File Links topic.

Related Topics:

  • Set Up Lookup, Dashboard, and Info Center Grid Options
    Use the Lookups tab of General System Settings to configure lookups, dashboards, and Info Center grid views.
  • Set Up Email Preferences
    Use the Email tab of General System Settings to configure system-wide email message options. Identify your company’s email servers and passwords to facilitate sending email messages for alerts or errors.
  • Set Up Server Options
    Use the Servers tab of General System Settings to configure process queues and application servers.
  • Set Up Field Labels
    Use the Labels tab of General System Settings to rename key fields to reflect the terminology used in your industry or firm. The new names are used on screens, fields, and reports.
  • View Current Numbering Formats
    You can review the default numbering structure, such as project and employee numbers.
  • Set Up Auto Numbering
    The auto numbering feature automatically generates an identification number for new records created in User-Defined Components and in many Info Centers. You can define the structure of these identification numbers to match your business requirements.
  • Enable Document Management
    You enable the Document Management feature in System Settings.
  • Set Up Audit Trail Reporting
    Use the Audit Trail Reporting feature to keep track of changes made to your Info Center and configuration records. Audit trails are triggered when users perform update, delete, and insert actions. Audit Trail Reporting is supported at both the record level and the field level.
  • Set Up Workflow Log
    Workflows allow you to create conditions in Info Centers for which you want to be alerted. With Workflows you can totally automate the process of being alerted each time a specific action takes place. You can also log the execution of workflows.
  • Set Up Authentication for Internet Access
    If your company requires credentials for Vision to access the Internet (HTTP), you must establish authentication settings in General System Settings. For setups that do not require authentication to access the Internet, leave these fields blank.
  • Set Up Alert Polling Interval
    Activity alerts remind you of things such as calendar events or tasks to be assigned or approved. The polling interval that you specify determines how often, in seconds, alert activity is checked.
  • Allow Calendar Sharing
    If you enable the sharing feature, users can share their Activity Calendar data with each other.
  • Set Up Default Fonts for the Text Editor
    In General System Settings, you specify the default font and size that the Text Editor uses whenever someone enters text in a memo, comment, note, description, or proposal field.
  • Set Up Default Location for MODI Attachments
    Use Microsoft Office and Desktop Integration (MODI) to integrate Vision information with Microsoft Word, Microsoft PowerPoint, and Microsoft Outlook. You can set up a default location for MODI email attachments. You can also save MODI email attachments to a specific location, write a description for the attachment, and associate the attachment with an activity.
  • Set Up the XE.Com Exchange Rates Service
    If you use multiple currencies, you can schedule and automate the updating of exchange rates. Deltek partners with XE.com, an online foreign exchange tools and services company, to supply up-to-date exchange rates to Vision users.
  • Convert SharePoint Document Links to URL File Links
    If you have Info Center records that have linked SharePoint documents, you can convert them to URL file links.
Parent Topic: General System Settings Overview