Configure System Settings
System Setup settings apply throughout the application. These include Default language, Regional Settings, Defaults, Terminology and Menu Setup.
Caution: Any changes performed in this section do not take effect until the application is exited and/or restarted.
Configure System
Setup System-wide preferences, Security, User Defined Fields and Automation.
Configure Sites
Setup Currency, Holiday and Regional Settings.
Configure Business Units*
Setup Business Units and associate with Projects/Users
Configure Resource Types
Create a Resource Type and setup Overtime Policy as well as Leave Time.
Configure Groups
Setup Work Types, Leave Time, Business Unit Association and Approvers. Manage Members.
Configure Teams*
Setup Teams and Team Members.
Configure Titles*
Configure Roles*
Role Definition, Members and Forecast Rates.
Configure Users
Setup Users. Site and Group Association, Contact, Login Information & Security Profile, Holiday Set, Resource Type Association and Cost & Billing Rules.
For further details refer to: