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

Select this check box for PM Compass to display the system window or report window using the size and the position that you specified. When you do not select this option, the windows open with a resolution of 1024 x 768 and are positioned at the left upper corner.

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. 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.

Change Password

Display Settings

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

What do you want to do?

To access the User Preferences dialog box General tab, complete the following step:

On the menu bar of the application main form, click Settings » User Preferences » General Tab.