Data Setup Tasks

This section describes data setup tasks that you need to carry out if you are an administrator setting up PSA for the first time.

Data Setup Task Related Help Topic
Set up currencies Setting up Currencies
Create or import time periods Creating or Importing Time Periods
Set up work calendars Setting up Work Calendars
Set up holidays Setting up Holidays
Designate non-working time Designating Non-Working Time
Create RPGs Setting up a RPG
Create resources Setting up PSA Resources

Related Concepts

Setting up the Application

Quick-Start Guide

Related Tasks

Setting up Currencies

Creating or Importing Time Periods

Setting up Work Calendars

Setting up Holidays

Setting up a RPG

Setting up PSA Resources

Importing and Exporting Configuration

Setting Initial Configuration Options

Permission Controls

Customizing Page Layouts

Installing Extension Packages

Setting Current Time Period Fields

Setting the Actuals Processing Mode

© Copyright 2009-2018 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.