General Settings (Desktop)

Use General Settings to establish settings for all users. You establish both system settings and company settings. You can restrict access to these options in Security settings.

Related Topics:

  • General System Settings
    Use General System Settings to define overall features of your implementation, such as email preferences, automatic numbering, and audit trail reporting.
  • General Company Settings
    Use General Company Settings to specify your company's name and address and other general information, such as a default phone format. If your enterprise uses multiple companies, you must specify General Company Settings for each company.
  • User-Defined Components
    User-Defined Components in the desktop application applies for the Projects and Equipment hubs.
  • Lookup and Report Labels
    You can create custom labels for lookups and reporting.
  • Calculated Fields
    You can create or modify calculated fields for use on reports.
  • Custom Report Options
    Reporting options determine which information is displayed in the current report, how the data is formatted, and the sequence in which the data displays. You select options for each standard report on the Options dialog box in the Reporting application. Each report has options specific to that report, which are described in the Reporting section of the help.
  • Project Templates Setup
    Use project templates to create new projects with pre-defined work breakdown structure (WBS) and field values.
  • Project Defaults
    The Project Defaults feature lets you create default values that automatically display in fields when you create a new project. These default values make it easier to create projects with values that you use on a regular basis. You can override project defaults at any time.
  • Currency Configuration
    Use Currency Configuration to maintain data for the currency or currencies that your company uses, including code, description, symbol, and units.
  • Currency Configuration for Multiple Currencies
    If your firm uses multiple currencies, use Currency Configuration to maintain data for all of the currencies that your firm uses.
  • Daily Exchange Rates
    The Daily Exchange Rates feature allows you to set up exchange rates from one currency to another currency for a specific date.
  • Period Exchange Rates
    You can set up exchange rates from one currency to another currency for a specific period.
  • XE.com Currency Exchange Rate Service
    The XE.com Currency Exchange Rate Service is an online exchange rate service, which you can incorporate into DPS's Daily Exchange Rates feature. If you wish to use this service, your company must contact XE.com directly.
  • Alerts Configuration
    You use alerts to move information along and to monitor your data for potential problems that may require corrective action.
Parent Topic: Settings