This field displays your user ID. User IDs can be set up by your system administrator using the Manage Users screen.

Use this field to enter your desired user name. You can only change the data in this field if your system administrator has enabled your account to do so. If you have not been granted permission by your system administrator, an error message displays when you attempt to enter or change the data in this field.

Enter, or click to select, the name of your default reporting company.

Enter, or click to select, the name of your default login company.

Enter, or click to select, the application that will automatically launch when you log in to Costpoint.

Click to select the name of the application that will automatically launch when you log in to Costpoint. If you selected an application in the Default Application field, this field displays the name of the default application.

Select this check box to print reports using a system printer by default.

Select this check box to download reports by default.

Select this check box to save reports to a file by default.

Select this check box to have reports directed to an email recipient by default.

Select this check box to have reports directed to a local printer by default. This option is disabled if the Local Printer/Download option on the Printing Defaults tab of the Manage Users screen is cleared.

Select this check box to archive reports by default.

Use this field to enter a landline or mobile phone number.

Use this field to enter your phone extension number.

Enter, or click to select, the default locale for this user. The descriptive name of the locale displays in the adjacent field.

Use this field to enter your current password. Asterisks display in this field instead of the entered characters.

Use this field to enter your new password. Asterisks display in this field instead of the entered characters.

Costpoint uses the following password validations:

• New passwords cannot be the same as the old password.
• New passwords must match their Verification entry.
• Passwords can contain alphanumeric characters and all special characters on the keyboard (!,#,$,%,&,(,),*,+,-,<,=,>,?,@,[,],^,_,{,},~).
• If the Allow Reusing of Passwords check box is clear in Administration > System Administration > System Administration Controls > Configure System Settings, the application checks the User Password History Table to determine whether the password has already been used.
• The password must begin with a letter.
• The password cannot contain any of the following:
  • First name
  • Last name
  • First and last name
  • User ID
  • Employee ID
  • The word "password"
• The password must meet the password complexity specified in Corporate Settings, which you access when you go to Administration > System Administration > System Administration Controls > Configure System Settings.

Use this field to re-enter your new password exactly as you entered it in the New Password field for verification. Asterisks display in this field instead of the entered characters.

Use this field to change your personal identification number (PIN).

Select this check box if your email address is entered on the Workflow tab and the Notify When Batch Process/Report Is Completed check box is selected on the Information tab of the Manage Users screen.

• Email
• Device Notification
• IM
• System Default
• SMS Message

The System Default notification method is based on the preferred notification method set for your user profile in the Manage Users application. Costpoint must be configured for Skype for Business for the IM option to display.

To receive SMS messages, you must specify a mobile number and carrier in the Phone section.

The Device Notification method sends alerts to your laptop or mobile device, using the default notification method of the device.

You can select multiple preferred notifications methods. For example, if you select the Email and IM options, Costpoint will send you an email and an IM message when corresponding events occur.

Click Subscribe to confirm device notifications.

Use this drop-down list to select how application screens are displayed on your computer monitor. The following options are:

• Default: Select this option to use the system-wide default mode specified on the Configure System Settings screen. Unless changed by your Admin, Costpoint uses auto positioning.
• Yes: Select this option to adjust the layout of application screens to your current browser and monitor settings.
• No: Select this option to display application screens in their default layout.

This field displays the ID code of this application.

This field displays the descriptive name of this Application.

This field displays the domain where this application is located. Costpoint is broken down into five domains where applications that perform one general function are grouped together by module and then by area of function. The domains are:

• Accounting
• Projects
• People
• Materials
• Administration

This field displays the ID of the module where this application is located. Costpoint domains are broken down into modules where related applications are grouped together by their area of function.

This field displays the descriptive name of this module.

This field displays this application's area of function.

Use this field to enter sequence numbers to determine the order of the menu items displayed on My Menu. Use this field to arrange or rearrange the order in which applications and headers displays on My Menu.

Use this drop-down list to select whether this entry is an Application or Group Header.

If you select Application, you must then enter a descriptive title to identify this application in the My Menu Title field and specify the application ID in the Application field. If you used the My Menu Application List table window to select an application, this field automatically selects Application as the line type and Costpoint automatically populates the rest of the fields.

If you select Group Header, you must then enter a descriptive name for this group header. This group header acts as an expandable/collapsible separator for your application groupings.

Use this field to enter a descriptive title to identify this application or group header. This title is what displays on My Menu. If you used the My Menu Application List table window to select an application, Costpoint automatically populates this field.

Use this field to enter, or click to select, the ID code of the application you want to include on My Menu. If you used the My Menu Application List table window to select an application, Costpoint automatically populates this field.

This field displays the name of the selected application.