The "Preference Settings" screen holds the personal settings of the logged-on user. The settings apply only to that user. ## Filter Settings Every user has access to some of the projects or to all projects. Usually, a user works with only part of the projects or with one project. The filter limits all reports and screens to the project data that is relevant to the user. The section "Filter" in the screen "Preference Settings" consists of a list of restrictions. The restrictions combine to form a list of projects that comply with all of them. The filter can also be changed quickly without changing screens. See Filter. The group "Filter" contains the following fields: - "Reporting Date (Travel Back To)": The reporting date for which reports show information. Time travelling to a date before the year 1900 is not supported. - "Project Versions": Shows the project version in report data. - "Start Date": The start of the reporting date range. Reports leave out all data before this date. - "End Date": The end of the reporting date range. Reports leave out all data after this date. The end date itself is not included in reporting. - "Project": Limits the filter to a specific project. - "Product group": Limits the filter to all projects of the product group. - "Product Group Director": Limits the filter to all projects with the product group director. - "Project developer": Limits the filter to all projects of the project developer. - "Project Phase": Limits the filter to all projects in this phase. - "Project Closed": Limits the filter to all projects that are closed or to all projects that are not closed. - "City": Limits the filter to all projects where the name of the city of execution contains this text. - "Legal Entity": Limits the filter to all projects where the name of the legal structure under which they are executed contains this text. - "Classification": Limits the filter to all projects with the classification in this field. A classification is a label that can be linked to a project or a person. Labels make it easier to find the desired information. - "Reporting group": Limits the filter to all projects where the reporting group contains this text. ## Preferences The group "Preferences" contains the following fields: - "Work Extension": The telephone number to reach the user at work. - "Deviating Work Extension": An alternative telephone number to reach the user at work. This number serves flexible workplaces and the integration with the PBX. - "Language": The preferred language for the fixed texts. See also Multilinguality. - "Records per Page": The number of rows shown in search results. - "Show Tips": When checked, tips for using the application are shown after logon. - "Receive Newsletter": When checked, the user receives the newsletter of Invantive Software BV. The application sends a message to Invantive Software BV with the request to subscribe the user to the newsletter. The subscription is free. The message contains the email address and the name of the user. - "Show Anniversaries": When checked, upcoming birthdays are shown after logon. - "Start Page (URL)": The URL that opens after logon. The URL is requested with the parameter `MNU_CODE = Main`. When the field is empty, the URL in the field "Main Menu (URL)" in the screen [[Invantive Estate/Subjects/Advanced/Settings|Settings]] is used. This field applies to the web interface. ## Reporting Preferences The group "Preferences - Reporting" contains the following fields: - "Reporting Unit": The numerical unit used to present figures in reports. - "Time Reporting Unit": The time unit used to present figures in reports about time periods. - "Merge Subprojects": When checked, all financial reports consolidate projects into master projects and independent projects. See also Management Information. ## Adobe PDF Settings The group "Adobe PDF Settings" contains the following fields: - "Use Encryption": When checked, two passwords secure all PDF reports. One password is for the owner, who has full rights. The other password is for the person who gets the limited rights registered with the other check boxes. - "Password Owner": The password for all PDF reports that grants full rights for the PDF file. - "Password User": The password for all PDF reports that grants the limited rights registered with the following options. - "Allow Printing": When checked, an authorised user can print the PDF file. - "Allow Copying": When checked, an authorised user can copy text from the PDF file, for example into a Microsoft Word file. - "Allow Modifying": When checked, an authorised user can change the PDF file, for example by removing text. - "Allow Annotating": When checked, an authorised user can add annotations to the PDF file. - "Allow Fill In": When checked, an authorised user can fill in the forms in the PDF file. - "Enable Screen Reader Options": When checked, an authorised user can use a screen reader to read the PDF file. A screen reader is a tool for the visually impaired. Always allowing this option is recommended. ## Microsoft Excel Settings The group "Microsoft Excel Settings" contains the following fields: - "Read-only": When checked, an authorised user can only read the Excel file and cannot make changes. - "Password for Editing File": The password for the Excel files. The password can be changed here. ## Display-Only Fields The following fields are display-only: - "Your Name": The name of the user as registered in the personal administration. - "First Login": The date of the first logon through the web user interface. - "Last Login": The date of the last logon through the web user interface. - "Number of Projects in Filter": The number of projects that comply with the settings in the filter.