1. Administering Profitability and Cost Management
  2. Working with Profitability and Cost Management Analytics Features
  3. Setting User Preferences

Setting User Preferences

Use the Preferences menu option to set a variety of general preferences and to define a set of dimension members to use as defaults.

Then, when the Member Selector offers User Preferences as an option, you can apply all these defaults at once.

Tip:

Preferences settings are used as defaults in setting up and running features available through the Dashboards and Intelligence icons.

To set user preferences:

  1. Click the Settings and Actions menu, Settings and Actions menu, in the Profitability and Cost Management screen header, and then select Preferences.

  2. Optional: In the General page of the Preferences screen, select a photo to upload to your Home page. It can be in one of these file formats: .JPG, .PNG, or .GIF.

    The photo displays in the preview circle near the top of the page.

  3. Optional: In the Time Zone list, select your time zone.

  4. Optional: In the Language list, select the language for your user interface display.

  5. Optional: Indicate whether to show dimension aliases in the user interface screens.

    You can use the Default alias table, or select another from the Alias Table list.

  6. Optional: Set default dimensions and members:

    1. In the Preferences screen, click Dimensions.

    2. Click Select a Member... next to a dimension in the list.

    3. Use the Member Selector to select a dimension tab, drill down to the level you want, and then select a member to use as a default for that dimension.

      Note:

      You can use the scroll arrows at the end of the dimension tabs to display hidden tabs, if present. Use Search icon to locate specific dimension members.

    4. Optional: Click Settings button next to Selections to remove one or all member selections in that window. Or, click Settings button on the other side of the screen to filter selections, show dimension aliases, show the member count, or refresh the screen.

    5. When your selection is complete, either click OK to save all current settings in the Member Selector and close the window or click a tab for another dimension and select default members for it.

  7. When all settings on both the General and Dimensions pages are complete, Click Save. Otherwise, click Reset to restore original settings or click Close to exit the Preferences screen without saving the current settings.

    Note:

    After changing user preferences, log out of Profitability and Cost Management, and then log in again to activate the changes.