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Preferences

The settings in this screen is made, apply only to the user who is logged on. Open screen in browser Open Form

Filter setting

Every user of Invantive Estate has access to some of the projects or even to all projects. However, you usually work with only one part of the projects or just one project. The filter helps you in all reports and screens to see and edit only the project data that are relevant to you.

The section ‘Filter’ in the screen ‘Preference Settings’ consists of a list of restrictions which are combined to form a list of projects that comply with these restrictions.

You can quickly change the filter without changing screens. See Filter.

Screen my Preferences

The meaning of the entry fields is:

Filter
Reporting Date (Travel Back To)	Here you can enter the reporting date for which the information on the reports should be shown. Time travelling to before the year 1900 is not supported.
Project Versions	Show project version in rapport data.
Start Date	The start of the reporting data range. All data before this date are not reported.
End Date	The end of the reporting date range. All data after this date are not reported. The end date is not included in reporting.
Project	Limit the filter to a specific project.
Product group	Limit the filter to all projects from the product group.
Product Group Director	Limit the filter to all projects with the product group director.
Project developer	Limit the filter to all projects of the project developer.
Project Phase	Limit the filter to all projects in this phase.
Project Closed	Limit the filter to all projects that have been closed or not.
City	Limit the filter to all projects where the name of the city where they are executed contains this text.
Legal Entity	Limit the filter to all projects where the name of the legal structure under which they are executed contains this text.
Classification	Limit the filter to all projects with the classification that appears in this field. A classification is a label that can be linked to a project or a person. WIth these labels you can find the desired information more easily.
Reporting group	Limit the filter to all projects where the reporting group contains this text.
Statistics
Preferences
Work Extension	The phone number to reach the user at work.
Deviating Work Extension	Alternate phone number to reach the user at work. This number is used for flexplaces and integration with the PBX.
Language	The preferred language in which the fixed texts are presented. See also Multilinguality.
Records per Page	The number of rows that is shown in Search Results.
Show Tips	When checked, after you log on, tips for using Invantive Estate will be shown.
Receive Newsletter	When checked, the user receives the newsletter of Invantive Software BV. A message to Invantive Software Inc. will be send with the request to subscribe you to the newsletter. There are no charges. Besides your email address also your name will be passed on.
Show Anniversaries	When checked, after you log on, the near birthdays are shown.
Start Page (URL)	The URL that will be opened after you have logged on. The URL will be requested with the parameter MNU_CODE = Main. If the field is empty, the URL in the field 'Main Menu (URL)' in the screen Settings will be used.
Preferences - Reporting
Reporting Unit	The numerical unit used in the presentation of figures in reports.
Time Reporting Unit	The time unit used in the presentation of figures in reports reporting time periods.
Merge Subprojects	If this box is checked, then projects are consolidated into master projects and independent projects in all financial reports. See also Management Information.
Adobe PDF Settings
Use Encryption	If this box is checked, all PDF reports will be secured with two passwords: one password for the owner, who has full rights and another password for the person who gets limited rights as will be registered with the other check boxes.
Password Owner	The password for all PDF reports with which one is granted full rights for the PDF.
Password User	The password for all PDF reports with which one is granted limited rights, as registered by the following options.
Allow Printing	If this box is checked, then an authorized user can print the PDF file.
Allow Copying	If this box is checked, then an authorized user can copy text from the PDF file into a Microsoft Word file, for example.
Allow Modifying	If this box is checked, then an authorized user can change the PDF file by, for example, removing texts.
Allow Annotating	If this box is checked, then an authorized user of the PDF file can add annotations to it.
Allow Fill In	If this box is checked, then an authorized user of the PDF file can fill in the forms in the PDF file.
Enable Screen Reader Options	If this box is checked, then an authorized user can use a screen reader to read the PDF file. A screen reader is a tool for the visually impaired; it is recommended to always allow this option.
Microsoft Excel Settings
Read-only	If this box is checked, then the authorized user, can only read the Excel file. However, no changes can be made.
Password for Editing File	The password for the Excel files can be changed here.

The meaning of the other fields:

Your Name	Your name as registered in the personal administration.
First Login	Date first time logged in via the web user interface.
Last Login	Date last time logged in via the web user interface.
Number of Projects in Filter	Indicates the number of projects that comply with the settings in the filter.

Important Safety and Usage Information

Intended Use and Limitations: This software, developed by Invantive, is designed to support a variety of business and information technology data processing functions, such as accounting, financial reporting an sales reporting. It is important to note that this software is not designed, tested, or approved for use in environments where malfunction or failure could lead to life-threatening situations or severe physical or environmental damage. This includes, but is not limited to:

Nuclear facilities: The software should not be used for operations or functions related to the control, maintenance, or operation of nuclear facilities.
Defense and Military Applications: This software is not suitable for use in defense-related applications, including but not limited to weaponry control, military strategy planning, or any other aspects of national defense.
Aviation: The software is not intended for use in the operation, navigation, or communication systems of any aircraft or air traffic control environments.
Healthcare and Medicine Production: This software should not be utilized for medical device operation, patient data analysis for critical health decisions, pharmaceutical production, or medical research where its failure or malfunction could impact patient health.
Chemical and Hazardous Material Handling: This software is not intended for the management, control, or operational aspects of chemical plants or hazardous material handling facilities. Any malfunction in software used in these settings could result in dangerous chemical spills, explosions, or environmental disasters.
Transportation and Traffic Control Systems: The software should not be used for the control, operation, or management of transportation systems, including railway signal controls, subway systems, or traffic light management. Malfunctions in such critical systems could lead to severe accidents and endanger public safety.
Energy Grid and Utility Control Systems: This software is not designed for the control or operation of energy grid systems, including electrical substations, renewable energy control systems, or water utility control systems. The failure of software in these areas could lead to significant power outages, water supply disruptions, or other public utility failures, potentially endangering communities and causing extensive damage.
Other High-Risk Environments: Any other critical infrastructure and environments where a failure of the software could result in significant harm to individuals or the environment.

User Responsibility: Users must ensure that they understand the intended use of the software and refrain from deploying it in any setting that falls outside of its designed purpose. It is the responsibility of the user to assess the suitability of the software for their intended application, especially in any scenarios that might pose a risk to life, health, or the environment.

Disclaimer of Liability: Invantive disclaims any responsibility for damage, injury, or legal consequences resulting from the use or misuse of this software in prohibited or unintended applications.

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Preferences

Filter setting

Important Safety and Usage Information