4.1 Resultados
4.1.4 Correlaciónentre planeamiento tributario y la determinación de los gastos no
The table below lists and describes the properties common to all users in the Agile PLM system. The General Info, Preferences, Escalations, and User Groups tabs are documented. Share, Subscription,
Attachments, and History tabs are all automatically populated, and do not have fields or properties per se. If you are not able to set a field that you want, see your Agile administrator to go over your roles and privileges.
Preferences for users are found on the Preferences tab of any user object. There are three sub- categories of user preferences: system-related, format-related, and display-related. (These “user preferences” should not be confused with Administrator > Server Settings > Preferences node of “systemwide preferences.”)
Property Description (default is underlined)
General Info tab, required fields
User ID (username) The user’s Agile PLM login user identification, or username.
First Name and Last
Name The user’s public name.
Status Indicates whether the user is enabled (Active) or disabled (Inactive). A disabled user cannot log in.
Email The user’s valid email address for change notification/routing. Example: [email protected].
Note: The user will not receive any email notifications if there is no valid address in
the Email field. General Info tab, optional user information
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Property Description (default is underlined)
Title The user’s title, for example, Senior Engineer.
Address fields There are four address fields that are used for informational purposes only:
Address (street), City, Postal/Zip Code, and Geography. The Geography field is
a series of drop-down lists.
Phone number fields The user’s Business Phone, Home Phone, and Mobile Phone numbers (for informational purposes only).
Fax The user’s fax number (for informational purposes only).
Pager The user’s pager number (for informational purposes only).
Secondary Email The Secondary Email is optional, but when the field is filled in, the user receives
notifications at both email addresses. General Info tab, Profile fields
Role(s) The user’s role assignments. This property determines a user’s access to the objects in Agile PLM from the point of discovery forward.
Lists These lists link certain roles, like Change Analyst, to routable objects and their
workflows, such as Changes.
Searches These lists control roles, searches folders, and queries. For example, Change Analyst Searches controls whether a user has, in Java or Web Client interfaces, a
Change Analyst Searches folder and Change Analyst queries in My Inbox.
User Category Power, Concurrent, or Restricted.
Use Login Password for
Approval
Each user has a login password and approval password (used to approve changes).
Allow Escalation
Designation Approval If the user has identified one or more designated escalation persons (DEPs), this setting determines when the DEPs can approve or reject a routable object.
Home Organization The name of the company profile (organization name) for all users created from the
Users node and the supplier name and supplier number for all users created from
the Supplier Groups node.
Site(s)
and
Default Site
Sites are used for distributed manufacturing, and indicate all of the company’s
locations where the user is involved; selecting from the drop-down list for this property populates the drop-down list for Default Site. Default Site is the user’s main base of work.
Ship-To address fields Authorized Ship-To (called “Site” in earlier versions of PCM), used only by PCM,
indicates all company locations where the user can initiate sourcing activity; selecting from the drop-down list for this property populates the drop-down list for
Home Ship-To.
Home Ship-To is the primary location where the user is responsible for sourcing
activities.
Program Manager for Partners
The partners for which this user is program manager (which is the change analyst for Package objects).
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Property Description (default is underlined)
Rate fields There are three Rates fields: Labor Rate, Overhead Rate, and Bill Rate. The drop-down lists in these fields show all currencies entered in the Currency
Exchange Rates node. You can select a currency different from the user’s
Preferred Currency (see Preferences tab). Used by PPM.
Comment The Agile PLM administrator may enter a comment regarding the user.
Program Type Types of programs the user can participate in.
Region Regions the user has belongs to.
Division Divisions the user belongs to.
Product Line Product lines the user has access to.
Customer Customers the user is associated with.
Launch Year Product launch years the user is associated with.
Category 7, Category 8, Category 9, Category 10
Optional Product Portfolio Management Dashboard fields.
Preferences tab: System Preferences
Preferred Client This field controls the type of link provided in system notifications to the user. Select Web Client, Java Client, or Portal Client.
Agile’s PCM, PG&C, and PPM solutions operate only in Web Client. Users who work primarily in those areas should have their Preferred Client set to Web Client.
Preferred File Server Select from the list of file servers. For best performance, select a file server that is a local server for the user.
Preferred Portal URL Specify the URL used to access the Agile PLM portal. The user’s Agile PLM email notifications will contain a link to the portal URL.
Receive Email
Notification Controls whether the user can receive automatically generated email notifications from the system. Settings = Yes or No
File Productivity
Preference Controls whether the user has access to advanced productivity components, or standard components, or wants to be prompted in each situation. If set to Standard mode, non-supported files will not be opened automatically. Instead, the user is prompted to choose Save or Open.
Settings = Prompt, Advanced, or Standard
Note: this user preference will not appear in any user’s Profile if the systemwide
preference Allow Download of Productivity Components is set to No. Preferences tab: Format Preferences
Language English is available with all Agile PLM licenses. Agile PLM includes Japanese, Traditional Chinese, Simplified Chinese, French, or German, per your license.
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Property Description (default is underlined)
Workweek Settings This setting is for future use only, and is not referenced in any Agile PLM module.
Note: this property is not applicable to any Agile PLM module including Product
Portfolio Management and Microsoft Project schedules.
Preferred Date Format The format in which dates are displayed to the user.
Time Zone The time zone where the user is located.
Preferred Time Format The format in which times are displayed to the user.
Preferred Currency The currency in which prices/costs are displayed to the user.
Number Format The format in which numbers are displayed to the user. An example of each format is displayed in the drop-down list.
Preferences tab: Display Preferences
Preferred Start Page Select between Home and the available dashboard tabs.
Preferred Inbox View Select between My Assignments, Notifications, and Workflow Routings.
Response Edit Mode Choose between Basic, Advanced Table Edit, and Advanced Wizard Edit. The Basic setting brings the user – generally a “supplier” who does not work at the “buyer” company – to a simplified Web Client user interface. The two Advanced settings bring the user to the familiar Web Client UI.
Rows per Table
Display The number of rows that appear in the user’s Agile Web Client user interface. Static Table Headers Set to Yes to carry table headers to additional pages.
Maximum Rows
Displayed The maximum number of rows displayed in any Agile PLM table, including search results. The default is 1000. If you set this property to a higher value, searches will take longer to display results.
Main Toolbar (Web
Client) Menu “headings” on Web Client’s main toolbar can be seen as Icons Only, Text Only, or both Icons and Text.
Encode Type Select from: Western European (ISO), Japanese (Shift JIS), Traditional Chinese (Big 5), Japanese (EUC), Simplified Chinese (GB2312), and Unicode (UTF-8).
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Property Description (default is underlined)
Criteria
and
Notify Users
Set Criteria and Notify Users, which is an individual user or user group (personal or global) to be notified when a workflow status exceeds its escalation time period without a signoff by the user.
User Group tab Name and Status and
Role(s) The user’s user group assignments for the address book.
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