Settings

Use the Settings applications to specify your organization structure, password policies, DPS users, and other basic information about how you want DPS as a whole and each of its applications to function.

You access some settings applications in the browser application and others in the desktop applications. The Navigation panes in both applications contain a Settings section.

Be aware that changes to settings do not immediately affect users who are logged on at the time the change is made, including the person who makes the changes. The changes only take effect for those users after they log out of DPS and then log back in.

Related Topics:

  • General System Settings (Browser)
    Use General Settings to establish settings for all users. You can restrict access to these options in Security settings.
  • 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.
  • Labels and Lists Settings
    Use the Labels and Lists Settings form to replace the default DPS labels with those that are used in your firm (for example, replace the default "Client" with "Customer") and to specify the valid values that appear in drop-down selection lists for some DPS fields (for example, a list of the valid opportunity stages for your firm).
  • Workflow Settings
    Use workflows to specify conditions in applications for which you want to be alerted.
  • Desktop Application - Approvals Workflow Settings
    Access Approvals Workflow settings in the desktop application. Use workflows to specify conditions in applications for which you want to be alerted.
  • Security Settings
    DPS's Security features make it possible for your system administrator to grant or restrict user access to applications, forms, and records in DPS.
  • Organization Setup
    Similar to profit centers, organizations are separate business units that incur expenses or generate revenue. For example, if you divide your enterprise into regions and offices, you can create a separate organization for each region and office, and maintain information for each of these segments of your business.
  • Opportunity Settings
    Use Opportunity Settings to establish the guidelines for features in the Opportunities hub, such as Service Estimates and Estimated Revenue.
  • CRM Plus Settings
    If your organization uses CRM Plus, use CRM Plus Settings to enable global settings, such as Lead Qualification, within the application.
  • Accounting Settings
    Before you can perform and process accounting tasks in DPS, enter accounting settings.
  • Asset Management Settings
    The Asset Management application helps you track and process depreciation or amortization for asset items that you capitalize. Use Settings > Accounting > Asset Management to enter enterprise-wide settings for the Asset Management application.
  • Advanced Accounting Settings
    Advanced Accounting Settings include options for general system-wide settings, intercompany billing, labor types, time analysis, overhead allocation, and more.
  • Time Settings
    Use Time Settings to set up and maintain timesheet periods, time groups, time categories, and non-work days. You also determine some of the items that employees can or must enter on their timesheets, such as overtime, electronic signatures, and comments.
  • Expense Settings
    Use Expense Settings to set up and maintain expense report entry and processing settings. You set up expense groups, expense categories, signature requirements, general ledger accounts for posting, approvals, reimbursement options, check templates for expense payments, and more.
  • Billing Settings (Desktop)
    Before you use Billing, you must choose settings and provide information that DPS uses on a firm-wide basis for all projects for which you generate invoices. You can override most of this setup information on a project-by-project basis.
  • Resource Planning Settings
    Use the Resource Planning settings forms to specify how you want to enter and view project plans, calculate planned amounts, and manage resource assignments.
  • Rate Tables
    Use the Rate Tables settings form to set up special billing and cost rates for labor and expenses.
  • Units Settings
    In Units Settings in the desktop application, you set up and maintain units that you use to bill non-labor expenses at a flat rate.
  • Payroll Setup
    Before your firm uses the Payroll application, you must establish company-wide options, such as the frequency of payroll runs, and set up the withholding codes to associate with employee labor. You also establish security settings for payroll, based on security roles.
  • Purchasing and Inventory Configuration
    When you configure Purchasing and Inventory, you establish purchasing and inventory items, item categories, inventory locations, units of measure, shipping addresses, bill-to codes, and the buyers and approvers, all at a system level for your firm.
  • Screen Designer
    An administrator uses Screen Designer to customize tabs, fields, and grids and set field security in hubs and the chart of accounts and add new hubs.
  • Dashboard Designer
    Use the Dashboard Designer to create or modify your Dashboard.
Parent Topic: Deltek DPS® Help