to display the Dashboards
Search dialog box.Use the General tab of the System Settings form to define the application URL, search limits, and user preference details.
For more information, see System Settings Overview.
This field displays the cost system that is selected during the installation.
Enter the URL where Deltek PM Compass is installed. When an email that contains a PM Compass link (for example, an HTTP link to a report preview or a PM Compass record) is sent from PM Compass:
If there is a valid Application URL, the recipient can launch PM compass and open the report or record directly from the email.
If the Application URL is not defined, the link will not work.
Emails are typically sent from workflows and alerts and when emailing reports.
If a user field is blank, or the email address for the user is missing in EPM SA, or there is a workflow processing failure, then the user entered here will receive an email. This user must have an email address listed in EPM SA.
The Search Limits option reduces the number of records that PM Compass retrieves on a view or a Search dialog box. This can improve the system's performance, but you should use it with caution because it can cause confusion if a user doesn't realize that "only the first 500" records are displaying and not all records.
When you build a search criterion, most users expect PM Compass to display all of the records that match the criteria. This option limits the number of records that PM Compass displays.
For example, users expect searches such as All Workflows to display all of the records. If you select the Search limits option, searching for all records displays only the number of rows you indicate as the search limit.
In addition, users can get confused when displaying views such as the Schedule Analysis view and the Update Progress view because PM Compass does not display a warning message that the view is filtered based on this setting.
Select one of the following check boxes:
Select this check box to define the number of records that can be retrieved at a time. Select this check box if your company has a large database. This does not appy to the Progress and Analysis views. To set a limit for those views, use the Progress and Analysis Record Limit field below.
Enter the maximum number of records that can be retrieved at a time. You can set the maximum number of records only if you select the Use Search Limits check box.
Select this check box to limit the maximum number of records you want to display at a time, as set on the Dashboard. This option only applies when saved searches are used on the Dashboard.
Enter the maximum number of records that can be displayed on your dashboard. You can set the maximum number of dashboard records only if you select the Use Dashboard Search Limits check box.
Use this option to set the maximum number of rows returned in the Cost/Schedule Progress and Cost/Schedule Analysis views. This improves performance when you have thousands of records in a database.
When you open one of the views and there are more records than the number in this field, a message displays letting you know that the selection exceeds the maximum number of records returned. You should use the filter to reduce the number of records, or increase the number in this field.
If you do not want to limit the number of records that display in the views, you can enter zero (0) in this field. Do this with caution as it may impact the performance if you have a very large database.
Select your default preferences.
Select this check box to automatically populate the result list in the Search dialog box. If this option is unselected, then when you open the lookup, the result list will be blank and you will need to click the Search button to populate the result.
When this option is selected, the same option becomes available in the User Preferences dialog box where you can turn the setting on or off for individual users.
If this option is on and the search dialog box is not automatically populating, your individual user setting for this option may be off. See Automatically Retrieve Records When Opening Searches for details on how to check.
Use this field to set the default dashboard for new users. Click to display the Dashboards
Search dialog box.
To change an existing user’s default dashboard, go to the User Preferences Dialog Box.
These options allow you to select the settings for your default printer.
This option allows you to select a default printer. The printer you select is used when reports are sent directly to the printer.
This option allows you to select a default font. The available fonts are those installed on the same server as PM Compass.
This option allows you to select a default unit of measure that you want to use in defining the page dimensions and page margins. When this field is changed, previously defined Page Dimensions and Page Margins values are also converted.
This option allows you to select a default page size. When this field is changed, previously defined page dimension values are also converted. When you select the Custom option, it allows you to enter custom page dimension values.
This option allows you to enter the default page width and height. The Width and Height fields are enabled only when you select Custom as your page size.
This option allows you to enter the default page margin values.
View common workflow failure notification messages