Use this tab to set the default dashboard, specify delegations for assignments, and establish other basic user preferences settings.
Use this field to search for a particular dashboard. To select a dashboard,
click 
to display the Dashboard Search dialog
box. 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.
Select a user to whom you want to delegate your workflow assignments. When a workflow step starts, the system will check whether or not an assignee on the step is delegating their assignments. If they are, the system creates an assignment for the assignee and for the delegate. Assigning a delegate does not change existing assignments.
To select a user, click the
to display the User
Search dialog box. You can also enter the username. The EPM
Security Administrator can also be used to delegate assignments.
When you first install and log into PM Compass, the windows display in full screen. If you select this checkbox and then resize the window, PM Compass remembers the new size the next time you open the product.
Select this checkbox for PM Compass to hide the Navigation menu automatically after you select a menu option. Otherwise, you can manually hide the menu by clicking the Hide Navigation button on the main Navigation menu.
Select this checkbox 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 checkbox is not selected, PM Compass will not include John Smyth in the search result.
Select this checkbox to populate the result list automatically in the Search dialog box. For the change to take effect, you must log out of and back into PM Compass.
If this checkbox is not selected when you display the Search dialog box, 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.
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, where you set it for all users.
Click this button to display the Change Password dialog box, which you use to change the password.
Click this button to display the Display Settings dialog box, which you use to change the user interface of PM Compass according to your preferences.
Select this checkbox 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, named CCYYMMDD_ClientMetrics.log (for example, 20221219_ClientMetrics.log), is located in the My Documents\Deltek\PM Compass\Logs\Metrics folder. If you select this checkbox and the log file and directory do not exist, PM Compass will create them automatically. PM Compass remembers the state of this checkbox and loads it every time you log in.
Logging metrics uses system resources. Select this checkbox to create logs only for specific processes. Once the necessary logs are created, you should clear this checkbox.
Automatically hide the Navigation menu
Automatically retrieve records when opening searches