Optional Setup Tasks

You can complete the following optional tasks for your organization.

Optional Setup Task Related Help Links
Configure workflow and approval processes Setting up Workflow and Approval Processes
Set up Work Queue Manager Setting up Work Queue Manager
Customize your configuration options Configuration Settings
Set up expense limits and rates Setting up Expenses
Set up categories, skills and certifications Setting up Categories, Skills, and Certifications
Set up rate cards Setting up Rate Cards
Set up forecasts Setting up Forecasting
Set up time against tasks Task Time Entry Mode and Task Time Field Sets
Set up Project Versioning and Baselines Setting up Project Versioning and Baselines