Screen Designer in the Browser Application

Use Screen Designer in the browser application to customize hubs and the chart of accounts and create user-defined hubs in the browser application.

You can do the following in Screen Designer in the browser application for hubs and the chart of accounts:

Manage the layout of fields and grids on tabs, such as moving fields around, resizing fields, changing the order of tabs.
Change the name of a tab, field, or grid.
Hide tabs, fields, grids, or workflow buttons for certain users based on their security role.
Lock a field or grid from certain users based on their security role. This allows them to see the field or grid but not edit it.
Require an entry in fields by certain users based on their security role.
Add tooltips to provide more information for fields.
Insert labels or divider lines on a tab.
Add user-defined tabs, fields, grids, or workflow buttons.
Add user-defined hubs.
Add and manage user-defined fields and sections for Deltek Touch CRM.

In the browser application, you access Screen Designer two ways:

Open a hub or the chart of accounts and select Design from the Actions drop-down menu on the form.
In the Settings section of the Navigation pane, select Screen Designer. On the Screen Designer form, select a hub or the chart of accounts. You can create new hubs only from Screen Designer in Settings and only if you have the Accounting or CRM Plus application activated.

Screen Designer in the browser application applies for customizing the following hubs that come standard with DPS:

You use Screen Designer to customize Chart of Accounts in Settings > Accounting.