Configuring Titles (OBS)

Titles refer to the various staff positions within the organization, and are useful for the purposes of classifying employees, and determining the particular group of skills required to fill a position. Titles may also help you to determine the particular set of responsibilities an employee may have with respect to their title.

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.

Note: * Business Unit, Team, Title and Role Setup are optional.

For further details refer to: