Configure System Settings

This screen is divided into five independent information blocks with the first block consisting of three tabs. Use the fields in these blocks to set up basic settings and defaults for the entire system as well as some that affect company-specific settings.

Some of the settings on this screen are effective as company defaults, although some items can be overwritten on an individual user preferences basis (such as the Default Printer ID settings data on the Printer Defaults tab on the Manage Users screen). For convenience, you must set the system defaults on this screen and then make changes on an individual user basis as desired and where applicable.

Set up the settings and defaults on this screen for each company when you first initialize Costpoint or when you add a new company.

Note: You can change your company of login by closing all open applications and using on the upper-right area of the screen.
Important: If you plan to use the Login Banner feature, please be aware that HTML markup code is not supported in the text field. Including HTML code will result in a Critical System Error at login. Error: "Your Session is Invalid. Please Restart Browser"

Several fields on this screen have options to other data, so you must first set up the following screens before you can use this screen:

  • Manage Report Fonts
  • Manage Report Locales
  • Manage Alternate File Locations