Procedures
In General System Settings, you establish system-wide defaults for automatic numbering, audit trail reporting, text editor fonts, and so on.
If you use the Deltek First Vision Essentials cloud version of Vision, some of the tabs on the General System Settings form may not be available.
Related Topics
- Set Up Lookup Dashboard and Info Center Grid Options
Use the Lookups tab of General System Settings to configure Lookups, Dashboards, and Info Center grid views. - Set Up Email Preferences
Use the Email tab of General System Settings to configure system-wide email message options. Identify your company’s email servers and passwords so that Vision can send email messages for alerts or errors. - Set Up Server Options
Use the Servers tab of General System Settings to configure process queues and application servers. - Set Up Field Labels
Use the Labels tab of General System Settings to rename key fields to reflect the terminology used in your industry or firm. Vision uses your new names on screens, fields, and reports. - View Current Numbering Formats
Vision comes with a default numbering structure for many numbers, such as project and employee numbers. - Set Up Auto Numbering
Vision includes an auto numbering feature that automatically generates an identification number for new records created in User-Defined Components and in many Info Centers. You can define the structure of these identification numbers to match your business requirements. - Enable Document Management
You enable the Document Management feature in System Settings. - Set Up Licensing Information for the XE.com Currency Exchange Rate Service
The XE.com Currency Exchange Rate Service is an online exchange rate data feed service that you can incorporate into Vision's Daily Exchange Rates feature. If you use the Vision Multicurrency feature and you want to use the XE.com Currency Exchange Service, contact XE.com directly. - Set Up Audit Trail Reporting
Use the Audit Trail Reporting feature to keep track of changes made to your Info Center and Configuration records. Audit trails are triggered when users perform update, delete, and insert actions. Vision supports Audit Trail Reporting at both the record level and the field level. - Set Up Workflow Log
Workflows allow you to create conditions in Info Centers for which you want to be alerted. With Workflows you can totally automate the process of being alerted each time a specific action takes place. You can also log the execution of workflows. - Set Up Authentication for Internet Access
If your company requires credentials for Vision to access the Internet (HTTP), you must establish authentication settings in General System Settings. For setups that do not require authentication to access the Internet, leave these fields blank. - Set Up Alert Polling Interval
Activity alerts are a Vision designed to remind you of things such as calendar events or project tasks to be assigned or approved. The polling interval that you specify determines how often, in seconds, Vision checks for alert activity. - Allow Calendar Sharing
If you enable the sharing feature, users can share their Activity Calendar data with each other. - Set Up Default Fonts for the Text Editor
In General System Settings, you specify the default font and size that the Text Editor uses whenever someone enters text in a memo, comment, note, description, or proposal field. - Set Up Default Location for MODI Attachments
Use Microsoft Office and Desktop Integration (MODI) to integrate Vision information with Microsoft Word, Microsoft PowerPoint, and Microsoft Outlook. You can set up a default location for MODI email attachments. You can also save MODI email attachments to a specific location, write a description for the attachment, and associate the attachment with an activity.
Parent Topic: General System Settings Overview