System settings

Change your system settings to standardize report titles, resource names, and the input of accounting hours.

Report text

These same settings are in the Information proposal settings. Whenever you create a new proposal, the report title and footer from your system settings appear there by default. If you run a report on a proposal, the title and footer come from the proposal's settings.

The Title Line 1 and Title Line 2 settings can use variables for your company name and the report name. To print the name of your company, type [Company Name] as a variable. To print the name of the report being run, type [Report Name].

Resource alias naming

A resource alias is the identity of a resource when you add it to a proposal from a direct rate table. Since the resources in direct rate tables already have names, unique aliases let you use the same resource from a table multiple times in a proposal.

The Alias Template setting standardizes the naming of resource aliases, which ensures consistency and prevents mistakes. When any user adds a resource to a proposal, its alias is named automatically based on this setting.

The alias template can be a combination of your own text with the following variables:

  • [Resource Name]
  • [Resource Description]
  • [Resource Type]
  • [Indirect Pool]
  • [Input Type]
  • [Rate Band]
  • [Accounting Calendar]

The variables will be replaced with the corresponding information for each resource in a proposal.

For example, the template [Resource Name] - ([Indirect Pool]) would create a resource alias that looks like Program Manager - (Admin).

By configuring the Estimates permissions for a role, you can prevent users from changing resource alias names in proposals. Go to the Edit Alias Name feature and clear the Edit permission.

Accounting calendar decimal precision

The Decimal Precision setting is for the data in your accounting calendars. It lets you input monthly accounting hours as precisely as needed.

Enter a number from 0 to 6 to specify how many decimal places are available for the hours in accounting calendars.