Modules Tab
Here you can determine what Umbria modules are visible, the order in which they display, and various other system-wide default and display settings.
Modules Visibility
Select the checkbox next to each module that should show on the Modules bar on the left-side navigation panel in Umbria. Access to individual functionalities within each module will be determined by security permissions.
Defaults
The following settings are available in the Defaults section:
| Field | Description |
|---|---|
| Person Display Name Format |
Determines how persons' names display, enclosing name variables in curly brackets (e.g., {LastName}, {FirstName}). |
| Default Currency | Default currency for viewing metrics in Umbria. Any currency settings at the individual user, client, or matter level will override this setting. |
| Default Country | Default country location for resources. |
| Default State | Default state location for local users. |
| Max Data Limit (To Switch Excel Import In Background) | Set maximum limit to switch to excel import in the background. |
| Pdf Utility Path | Points to the exe file of the wkhtmltopdf PDF creator, which allows you to export reports and other pages in Umbria to PDF when available. Type the location of the PDF viewer on the local machine. |
| BaseUrl | The URL of the Umbria landing page. This will be the basis for any email notifications. |
| Company's Logo Relative Path | Path to the firm company logo, if customizing Umbria to match the firm branding. The company logo will appear on the top left corner of the Umbria application window. Once company logo is set up, you can incorporate it in client report and other Word, PowerPoint, or Excel templates. Refer to Company Logo Setup below. |
| Email Address For Help |
Email contact for assistance with Umbria. The default is the Prosperoware Support email, but you can override it to contact the firm's internal support team or another support channel if desired. |
| Email Subject For Help | Default subject line for email messages sent to the Umbria support contact designated above. |
| Disable Tour Dialogue | If selected, disables the guided tour option available from the User Menu. |
| Extension Number for Tour Dialogue | Enter firm's internal contact number for team or resource, for assistance on the guided tour option. |
| Email Address for Tour Dialogue | Enter firm's internal email for team or resource, for assistance on the guided tour option. |
| Client/Matter Revenue Month Report Sort Order |
Determines whether date sorting options display in chronological order or reverse chronological order for the reports available in the Matter Monitor page and the Matter Export Report>By Month tab>Month column. |
| Default Budget Warning Thresholds (%) |
Enter the percentage of budget used that would trigger an alert to be generated on the Practice Management Dashboard (for the practice group matters) and on the Partner Performance Management tab (for a partner's matters). There are three different levels to enter a default percentage for: Warning (Threshold 1), Danger (Threshold 2), and Critical (Threshold 3). If the budget targets are not set up at a matter level, the system will consider the percentages set here to trigger the alert of matters that have reached the budget threshold. |
| Matter's Total Hours Threshold |
The system will issue an alert when a matter comes within this many hours of the hours budgeted. |
| Demo Mode | If selected, designates the system as a demo environment for development purposes only. |
| Debug Mode |
Check box to enable debug mode for Dashboard reports. If enabled, the Application log will capture any updates to the Dashboard and assist in troubleshooting. Note: This mode if enabled will log all the queries in the application log before executing in SQL. This will cause the application log to fill up if there are multiple users using Umbria. It is suggested to enable this mode as needed for troubleshooting. |
| Default Date Format |
Determines how date are denoted in Umbria. Please read here for details on the Umbria supported date formats. |
| Percentage Format | Determines how percentage figures are formatted in Umbria. |
| Leverage Format | Determines how leverage ratios are formatted in Umbria. |
| Hours Format | Determines how hours are formatted in Umbria. |
| Rate Format | Determines how rates are formatted in Umbria. |
| Time Entry Due Date | Timeframe for time entries being imported into Umbria. Options include Last Working Day, Last Week, and Last Month. |
| Default Matter Family Name | Prefix for matter family names. |
| Excluded Group (Excluded AD Groups) |
Lists any AD groups that should be excluded from integration with Umbria. Multiple groups are separated by commas. |
| Default Application Name | Application name as it displays in the browser tab and throughout the UI. Typically, this is Umbria. |
| Excel Add-In Display Name | Excel Add In display name. Typically, this is Umbria. |
| Default Recent View Items | Default number of items to be shown in lists of recently viewed items (e.g., bookmarked matters). In order to keep list views manageable, this number should be kept relatively small. |
| PDF Export Time Out (Minutes) | Set timeout (in minutes) for PDF document export/ download. |
| Default Forecast Page | The Financial Forecast page can either display Standard page, the current and projected spending and revenue for all matters in the system, or Contingency, the number of contingency matters that the firm is working on (status, expected high/low, probability). |
| Sort Forecast Comments by Descending date | If selected, the forecast comments will be sorted in descending date order. |
| Firm Practice Style | Select the firm practice style from the drop-down. |
| Treat telephone with Tel URL | Check this box to create a telephone URL and initiate dialing of the specified phone number via a selected app. |
| Enable CORS for web api | Check box to enable CORS requests for access to Umbria web API, from a domain outside of Umbria. In order for this to work, the domains requesting access must be whitelisted in the Admin: Manage>Applications node. |
| Enable CORS for credentials | Check box to enable credentials to be sent with the CORS request. In order for this to work, the domains requesting access must be whitelisted in the Admin: Manage>Applications node. |
Instructions
Company Logo Customization
Note: The company logo must be located in the
To add a company logo to Umbria:
- In the Modules tab, scroll to the Default section.
- In the Company's Logo Relative Path field, type the path to the firm logo: ~\Res\img\logo\[file name.png].
- Click Save.
Note: Recommended styling: transparent background, min-height 32px, and max-width 260px. If image size differs from the recommended, the image will be resized to fit the designated area. Format: JPG, BMP, PNG.
Supported Date Formats
Umbria supports custom date format using format specifiers (tokens). The custom date format can be set in the Default Date Format field. If no format was provided, the default date format is set to dd-MMM-yyyy. These tokens are case-sensitive and accept any separator (e.g., /, -, =, …etc.). The supported tokens are limited to ONLY:
| Field | Description | Examples |
|---|---|---|
| d | The day of the month from 1 through 31 | 3 |
| dd | The day of the month from 01 through 31 | 03 |
| ddd | The abbreviated name of the day of the week | Mon |
| dddd | The full name of the day of the week | Monday |
| M | The month from 1 through 12 | 6 |
| MM | The month from 01 through 12 | 06 |
| MMM | The abbreviated name of the month | Jun |
| MMMM | The full name of the month | June |
| yy | The year from 00 to 99 | 19 |
| yyyy | The year as a four-digit number | 2019 |
Some examples of valid date formats are:
- dd-MMM-yyyy
- MM/dd/yyyy
- dd/MM/yyyy
- dddd MMMM dd, yyyy
- MM/dd/yy
Some examples of invalid date formats are:
- MM/DD/YYYY (DD is invalid)
- mm/dd/yyyy (mm is invalid)
- dd-MMM-YYYY (YYYY is invalid)
- dd-MMM-yyy (yyy is invalid)
- dd-MMM-y (y is invalid)
