This section outlines a first installation. You should be logged in as a system administrator (or equivalent) to perform set up. Click a help topic link to display a corresponding setup topic and complete the tasks described there.
| PSA Setup Task | Related Help Topic |
|---|---|
| Import PSA configuration | Importing and Exporting Configuration |
| Set initial configuration options | Setting Initial Configuration Options |
| Configure PSA data | Data Setup Tasks |
| Manage User Profiles | Managing Profiles, Security and Sharing |
| Manage Permission Sets | Permission Sets |
| Set Permission Controls | Permission Controls |
| Customize page layouts | Customizing Page Layouts |
| Install extension packages | Installing Extension Packages |
| Set current time period fields | Setting Current Time Period Fields |
| Set actuals processing mode | Setting the Actuals Processing Mode |
| 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 |
| 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 skills and certifications | Creating Skills and Certifications |
| Set up rate cards | Setting up Rate Cards |
| Set up services forecasts | Setting up Services 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 |