User preferences
The interface can be customized by each user. This customization only applies to the current user's workstation and does not impact other users.
Open the preferences window via Edit > Preferences.
User preferences are grouped into two main categories:
- General preferences: related to the management of Akuiteo modules. This category enables the user to customize color codes, as well as tabs and information to show or hide.
- Technical preferences: designed mostly for administrators, to help them set up technical preferences for all Akuiteo modules.
Other preferences and tools are also available in this category.
- Synchronization with Outlook: Akuiteo schedules can be synchronized with Microsoft Outlook. Thus, any modification made on one of the two softwares automatically impacts the other. The user defines the type of information to be synchronized (notes, tasks, appointments, allocations).
- The text field enables the user to filter the categories to display.
- The Apply button saves the modifications made, without closing the window.
- The Restore Defaults button cancels all modification made (back to the initial configuration).
Tip
To easily find a specific preference, enter the characters of your choice in the search field at the top left of the screen, in the Preferences window. The preference menus that are displayed are automatically filtered based on entered characters; the filter is applied both on the menu's name and on a page's preferences.

When you expand the General menu, a list of sub-menus is displayed.
General
This setup enables you to set the following options:
- My default action code: the action code used by default in the Schedules and Timesheets modules.
- Project tasks default category: the type of tasks used by default in the Events module.
- Default category for notes: the type of notes used by default in the Events module.
- Default category for appointments: the type of appointments used by default in the Events module.
- Default category for the calendar: the type of schedules used by default in the My schedule module.
- Default category for emails: the type of email used by default in the Email management module.
- Minimize the application...: minimizes the application to the system tray.
- Open the ... tree: if checked, the tree of the specific menu stays open.
- Time validation opening mode...: select the type of view to display by default from the interactive dashboard in My Akuiteo.
- Open the URLs in: enables you to determine whether a hypertext link must be opened by default in your browser or in Akuiteo. This preference is active only when the URL's display of the desired screen has been set up in the Setup module.
- In the Excel exports, set the '0' value in the empty numeric cells.
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Field information: set up a context help (help icon) on some fields — Systematic or On demand — to prevent employees (especially new employees) from making errors when filling in fields.
Purchase administration
This parameter enables you to set:
- the tabs to hide or show in a supplier record sheet.
- the fields and sections available for a supplier invoice search.
- the tabs to open by default and to show for quotes, orders, billing tables, receptions or invoices.
Sales administration
This parameter enables you to set:
- the type of expense: PM, Other incurred costs, LP Depending on your choice, the type of expense will be selected by default when adding a cost line in a quotation.
- the tabs to hide or show in customer record sheets and the Sales Dashboard.
- the fields and sections available for a customer invoice search.
- the tabs to open by default and to show for opportunities, quotations, orders, billing tables, deliveries or invoices.
Project
It enables you to decide whether or not to display the project's custom data in search results.
Project record
This parameter enables you to set:
- the tabs to open by default in the Project record sheet and in the billing tool.
- the default codes for budgetary control and project summary.
- whether the results analysis period start date is the same as the project start date.
- whether the run parameters window must be hidden by default when starting the application.
Schedule storage
Schedule storage enables you to keep a record of a schedule at a given moment in order to make future comparisons.
This parameter enables you to set:
- the overflow and advance thresholds (in days).
- the associated color code.
Actions
This preference enables you to define the icons to be displayed by default when printing a project record on:
- budget control.
- schedule analysis.
- time analysis.
- billing tool.
If these options are not checked, you can only access these features through Edit > Dashboard in the menu bar.
Commercial DB Table
This preference enables you to define the sections to hide or show by default in the Commercial Dashboard Table.
Employee
Timesheet
This parameter enables you to set:
- if the time spent must be displayed in the Validated category.
- if the timesheet view must be customer-oriented rather than project-oriented.
- the colors to display for the timesheets check.
Calendar
This parameter enables you to set:
- the tasks to hide or show in the calendar.
- whether to hide or show the events to which the employee is linked.
- whether to hide or show the events of which the employee is the owner.
- whether to hide or show the schedules by default in My Favorites, in the home page.
- the opening hours of the employee's company, which can be customized if needed.
Training
This parameter enables you to set:
- the color code for task processed costs.
- the color code for task costs dashboard. By default, grouping criteria are in black. The user can customize the color associated with a criterion.
- the color code for task unit dashboard. Grouping criteria are in black. The user can customize the color associated with a criterion.
- whether the participants of the training session must be added in acknowledgments of registration sent by email.
Accounting
These options enable you to automatically open a dialog box each time a record sheet is opened, to select the printing format for the following documents:
- summary
- details
- ledger
- trial balance
Help Desk
New issue
This parameter enables you to set:
- the tabs open by default for customer sites and contacts.
- the preferences for help list filters.
- the sections to open automatically for customer issues and supplier contracts.
- the automatic selection when there is a single customer, site, contact, contract, service or product.
- the contracts to hide by default.
Deadlines
This preference enables you to set up a customer "short" due dates and deadlines and assign them a duration and a color code. This impacts the countdown displayed in the issue.
Issues and tasks
This setup enables you to set the following options:
- Open the ... section by default: determines the sections opened by default in the Issues and tasks screens.
- Actions: defines the icons to be displayed in issues and tasks. The Core indicator for some of the checkboxes means that these icons will be displayed in both issues and tasks.
- Banner: to set headers' banners to be displayed in documents for issues and tasks.
- Colors: to set the colors to associate with actions performed on issues and tasks.
- Transmissions by email: to indicate whether the requester must be automatically added as an email's recipient.
- Issue criteria: initializes issues search criteria.
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Task criteria: initializes tasks search criteria.
Dashboard
This parameter enables you to set:
- automatic dashboard's opening and refreshing setup.
- the type of search to open by default.
- the default search criteria for a request.
- the default search criteria for a task.
Contracts
This parameter enables you to set:
- the default tab to display when opening a customer and supplier contract.
- the automatic opening of the customer contract record if it is the only match returned by a search.
IT equipment
This setup enables you to set the following options:
- IT equipment colors: selection of colors for maintained products.
- IT equipment search: selection of the third party type to check by default: Customer / Supplier / Internal.
Schedule
Schedule
This parameter allows the user to disable categorization when opening a schedule.
My Schedule
This parameter enables you to set:
- information to be displayed on the left, in the schedule tree structure.
- the type of display on a line and the related sorting order.
- the number of weeks to view before and after the current date.
Project schedule
This parameter allows you to define the type of sorting (project code, project name or customer) that you want to display in the project task schedule.
Schedule: assignments
This setup enables you to set the following options:
- Schedule: assignments: indicates whether events (task and appointment), over and under-scheduling thresholds and training tasks must be displayed.
- Intervals: define the information shown in the intervals in the assignment schedule.
- Tooltip for intervals: define the type of information shown in tooltips for the intervals in the assignment schedule.
Schedule colors
This parameter enables you to setup the schedule color for a project's events, tasks and allocations.
Documents
This parameter enables you to set:
- whether you want to systematically link reports to management objects.
- whether each document generated directly via the network must be opened automatically.
Office automation
This parameter allows you to set the tools to connect with Akuiteo such as office tools, email softwares or electronic agendas.
Transmissions by email
This parameter enables you to set:
- the type of attached files to send by email (DOC, PDF, HTML or XLS files).
- the email body format (HTML, text or empty).
Language
This parameter allows you to setup the language to use in the Desktop application. The modification is only applied after the user restarts the application. The available languages are the ones that have been already configured.
Login
This setup enables you to set the following options:
- Authentication setup: Issue or Automatic.
- User data: user name and password.
- Server data: allows you to define the automatic update of the application and modify server-related data.

When you click on the Technical menu, a list of sub-menus is displayed.
Technical
This setup enables you to set the following options:
- Maximum number of results before raising an alert: when you start a search and the results exceed the maximum number set for this field, then a window pops up, asking you to choose whether to refine your search or display all the results.
- Result limit for lazy display (0 to disable): this advanced option refers to tables display in Akuiteo. If you disable the lazy mode by entering 0, results will be quickly displayed but their use will be slowed down. However, though it takes time to load data in tables, in lazy mode, these data can be quickly used once they are displayed.
- Choice of date format: select the date format for all the dates in the application.
- Choice of number format: select the input format for numbers in the drop-down list. It is possible to choose between French format, for which the separator for thousands is a full stop and the decimal separator is a comma, and the American display, for which the separator for thousands is a comma and the decimal separator is a full stop.
Help list
This parameter enables you to set:
- the character that opens the help list after pressing the Tab key. The default character is '?'.
- the width of the pop-up help list. The default width is 800 pixels.
- the length of the pop-up help list. the default length is 600 pixels.
- whether to save size changes in the help list or not.
Help list with project filters
This parameter enables the user to define the type of projects to display in help lists.
For example, to filter the projects available for timesheets entries:
- Check one or multiple filter boxes. E.g: you check Projects scheduled for the month and click on Apply.
- Go to My Akuiteo > My timesheet and add a line.
- Press F4 to open the filter window.
- Click on the Projects scheduled for the month link. The list displays the relevant projects.
The same feature is available in the Web Portal through the use of DMFs. Please refer to the Web Portal documentation.
Table Pref.
This parameter enables you to set:
- the adjustment of columns and lines when opening a table.
- the number of characters to display in the table.
- the default height and width (in pixels) of graphic schedules.

You can save display and use preferences, to adequately work in an environment shared with other employees without losing track of your work each time you log into the application.
Prerequisites
The PREF_SAUV_BDD application control must be active.

A dedicated user must customize:
- Search results columns (invoices, customers, projects, and so on)
- The Preferences options from Edit > Preferences.

1 | Go to Tools > Setup > General setup > Special parameters > Preferences > Export Preferences. |
2 | In the Export of preferences dialog box, enter a code and a label, then validate. |

1 | Go to Tools > Setup > General setup > Special parameters > Preferences > Preferences templates. |
2 | Start the search. |
3 | Select the template of your choice and switch to the modification screen. |
4 | In the User field, select users then press Enter to validate the selection. |

1 | Go to Tools > Setup > General setup > Special parameters > Preferences > Export Preferences. |
2 | In the window, enter the existing code. |
3 | Click on OK to replace the preference template. |

1 | Open the preference template and click on |
2 | Select the users and click on |
3 | Save. |
Important
If a user changes his/her columns, then all previous work will be replaced — at the next connection — with the Preferences template the user is linked to. The user must be removed from the template to be able to customize their own user preferences. The user can also use saved searches.