Changing the General Settings

Purpose

Change the General Settings options when you want to:

• Set a user profile to determine which functionality you will see in the web client.

• Set an initial view to determine which tab is displayed when you first log in to the web client, and optionally display a report or multi-view report.

• Choose in which format to label design parts in the navigation tree.

• Choose in which format to display the user name.

PRIVILEGES  You will need the Publishing Preferences privilege to publish your General Settings as the default for other users. Other options require no special privileges.

To change the general settings:

1. Click the user link to the right of the toolbar:

   

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2. In the Select an area to customize list select General settings

3. Select the options you want to change:

• In the UI Profile to use list, select the user profile to determine the Dimensions CM functionary you want to access. The options available depend on what your administrator has set up for your user or group. There may be no selection available

• In the Home View list, select the tab that you want to be displayed when you first log in to the web client or when you click the Home link.

• Optionally, if you have selected the Reports tab, select a report that you want to display when first seeing the Reports tab:

•      Select Private or Public for the report type.

•      Optionally, select a filter expression to filter the list of report names to search.

•      Click the Search button to find the report.

•      Select the name of the report from the Report list.

• In the Design part tree label list, select the label to be displayed against design parts in the design part tree:

•      Select ID if you want the IDs of design parts to be displayed.

•      Select Specification if you want the full specifications to be displayed.

•      Select Description if you want the descriptions to be displayed.

• In the User display format list, select the label to be displayed for the user name in the status bar and dialog boxes:

•      Select USERID if you want the only the ID of the user to be displayed.

•      Select User Full Name if you want only the name of the user to be displayed.

•      Select USERID (User Full Name) if you want the ID followed by the name in brackets to be displayed.

•      Select User Full Name (USERID) if you want the name followed by the ID in brackets to be displayed.

• In the Paging size field, enter the number of rows that you want to be displayed in each page of a table in the web client.

• If you want any new requests that you create to be automatically related to the current project, select Relate new request to current project.

• If you want to use your General Settings as the default for other users who have not set their own, select Publish as default preferences. This option only appears if you have the Publishing Preferences privilege.

• If you want to restore the General settings back to the default values, select Restore Defaults.

4. Click OK to confirm the changes.

Related Topics

Set User Preferences Dialog Box