System settings apply throughout the application. These include the settings such as the start date, period type, regional setting, security profiles, outgoing mail settings, etc. It contains key information that enables you to set up different parts of the application.
Caution: Any changes performed in the Organization > System page do not take effect until the application is exited and/or restarted.
- Define the System Settings such as the Start Date, Fiscal Start Date, Country, State, Application Website and the outgoing Mail settings.
- System Setup: The System Setup page gives you access to: Override the Default Regional Settings, edit the Email Templates, setting up the Defaults, changing the Terminology and setting up the Menu.
- Security: Within the Security page you can configure the Audit Trail and Password Policy.
- Automation: The Automation Processing Options page displays a list of automation services available in the system. With automation processing, services can be configured to run automatically at specific times.
- Report Server: Clicking on this button sets up the integration between Microsoft Reporting Services and PSA.
- Project Planning: This button appears only for organizations which purchased the license for Microsoft Project Connector or Project Planning . Clicking this button to set up the options for integration.
- User Defined Fields: Despite the number of fields available to you automatically when you obtain the product, you likely still need to create custom fields because existing fields do not meet your needs. This is where User-Defined Fields (UDFs) come into play.
- System Tables: System tables contain a list of all drop-down lists existing in the application.
Note: The configuration and integration of SalesForce with PSA may require that a Security Token be used in configuration of login.
For further details refer to: