System Setup (OBS)

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 Sites

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*

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: