Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system administration
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Contents of the Configure System Settings Screen

Use the fields and options to configure the Configure System Settings screen.

Company Settings

Use this block to establish functional defaults as well as email notification preferences for this company. This block has three tabs:

  • Company Settings: Use this tab to establish functional preferences as well as company and email system defaults.
  • Batch Job: Use this tab to set default email addresses for both successful and unsuccessful batch job completions.
  • Case Reporting: Use this tab to establish case reporting settings.

Default Settings

Use this block to establish default settings for reports. These settings include page size defaults, footer labels and text, company logo, footer data, and defaults for font, locale, and locale file location. This data is company-specific and effective for this company only.

Note: User-specific data takes priority over company-specific data for all of the fields in this block except the Print Currency Symbol check box, Footer Label field, and Footer Text field. If you enter data for these fields on the Manage Users screen, Costpoint uses that data in place of the company default data entered here.

Default Page Size

Use the fields in this group box to establish page and margin defaults.

Field Description
Page Size

Use this drop-down list to select the default size for standard reports. The options are:

  • None
  • Letter
  • A4
  • Custom

    If you select Custom, you must manually enter page height, width, and margin data.

Unit of Measure

Use this drop-down list to select the default unit of measure. The options are:

  • None
  • Inches
  • Millimeters
Page Height

If you selected Custom in the Page Size drop-down list, use this field to enter the height of the default paper size based on your selection in the Unit of Measure drop-down list.

Page Width

If you selected Custom in the Page Size drop-down list, use this field to enter the width of the default paper size based on your selection in the Unit of Measure drop-down list.

Top Margin

Use this field to enter the default size of the right margin based on your selection in the Unit of Measure drop-down list.

Bottom Margin

Use this field to enter the default size of the bottom margin based on your selection in the Unit of Measure drop-down list.

Left Margin

Use this field to enter the default size of the left margin based on your selection in the Unit of Measure drop-down list.

Right Margin

Use this field to enter the default size of the right margin based on your selection in the Unit of Measure drop-down list.

Default Font

Use this field to enter, or use to select, the default font to use for reports.

Note: You must first establish fonts on the Manage Report Fonts screen before you can assign one for use as a default in this field.
Default Locale

Use this field to enter, or use to select, the default locale to use for reports for this company. The locale defines the format for numbers and dates. The unlabeled field to the right displays the descriptive name for this locale.

Report locales must first be established on the Manage Report Locales screen before you can assign one for use as a default in this field.

Print Currency Symbol

Select this check box to print currency symbols for most amounts displayed on reports for this company.

User-specific data does not take priority over company-specific data for this field.

Company Logo

Use this field to enter, or use to select, the location of the default company logo graphic to display on reports for this company.

Logo file locations must first be established on the Manage Alternate File Locations screen before you can assign one for use as a default in this field. The file location must also be linked to the user/user group using the Assigned Users/User Groups table window block on the Manage Alternate File Locations screen.

Company logos must first be established in the Company Logos table window block on this screen before you can select one for use as a default on this screen.

Footer Label

Use this field to enter the default footer label which displays at the bottom of reports.

User-specific data does not take priority over company-specific data for this field.

Footer Text

Use this field to enter the default footer text which displays at the bottom of reports.

User-specific data does not take priority over company-specific data for this field.

Corporate Settings

This block has two tabs:

  • General Settings: Use this tab to establish batch entry retry defaults and to activate the segregation of duties functionality. Also use this tab to enable the autocomplete feature and auto position mode.
  • Security Settings: Use this tab to establish password life and password complexity parameters to apply across all companies. You can also use this tab to activate verification of employee status at login and to define system-wide parameters for passcode authentication.
Note: Your entries in this block apply to all companies established in Costpoint. This number cannot be different or changed on a company-by-company basis.

Company Logos

Use this table window block to enter the file name, file description, and URL location information of your company logos. This data is company-specific and is effective for this company only.

You must first establish alternate file locations on the Manage Alternate File Locations screen before you can assign a location for each company logo. You must then copy the graphic files you want to use as logos in an alternate file location.
Note: Images are scaled down proportionately to fit into a 1in x 0.48in box.

Click to add a new entry to this table window.

Field Description
Logo Name

Use this field to enter a descriptive name of this logo graphic.  

Description

Use this field to enter descriptive information for this logo graphic. 

Logo File Location

Use this field to enter, or use to select, the alternate file location of this logo graphic.

Note: You must first establish alternate file locations on the Manage Alternate File Locations screen before you can assign the logo locations on this screen.
Logo File Name

Use this field to enter the file name of this logo graphic.

File Upload Limits

Use this table window block to review and edit file upload limits for a number of pre-loaded system file types as well as to add/edit user-defined file upload limits. This data is company-specific and effective for this company only.

Click to add a new entry to this table window.

Field Description
File Extension

This field displays pre-loaded and user-defined system file extension names. You cannot modify pre-loaded system file extension names.

When adding a new entry, use this field to enter the file extension name.

Description

Use this field to enter descriptive information for this file extension name.

Upload Rights

Use this drop-down list to select whether to Allow or Deny upload rights for files with this extension name.

Maximum Size (MB)

Use this field to enter the maximum upload size (in megabytes) permitted for files with this extension name.

Source

This field displays System Files if this file extension name is defined by Costpoint and User Files is user-defined.

Never Purge

Select this check box to prevent users from purging files of this file extension. If you clear this check box, you must also enter data in the Expiration Age and Expiration Timeframe fields.

Expiration Age

Use this field to enter the number of units (days, weeks, months, or years) at which files with this file extension can be purged. You must select the desired unit from the Expiration Timeframe drop-down list.

Expiration Timeframe

Select the unit of time (Days, Weeks, Months, or Years) from the drop-down list that applies to your numeric entry in the Expiration Age field and at which files with this file extension can be purged. If this field is not applicable, None displays.

Allow Override

Select this check box to allow the system to delete all expired files based on the Keep Until date that is set up for a file.

Clear this check box for the system to delete all expired files based on the Expiration Age and Expiration Timeframe set up on this screen, regardless if the file has a Keep Until Date set.