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Configuration Quickstart
Configuration Quickstart
Follow this quickstart guide to get a new Projector installation with all the basic settings filled out. The Quickstart is for people that want to try Projector on their own. It describes one way to configure Projector, which may or may not be the best way for any particular organization.
As Projector is highly configurable to meet each individual business's needs, we always recommend utilizing an implementation consultant who can assist with understanding your business processes and how to model them appropriately in Projector.
Configuration Quickstart
Quickstart topics.
- Introduction (CQ)
- Currencies (CQ)
- Departments and Titles (CQ)
- Rate Cards - Billing Rates (CQ)
- Resource Direct Cost Cards (CQ)
- Tax Types (CQ)
- Cost Centers (CQ)
- Locations, Holidays, and Mileage Rates (CQ)
- Resources and Users (CQ)
- Engagement Types (CQ)
- Time Off Reasons (CQ)
- Vendors (CQ)
- Expense Types and Expense Type Groups (CQ)
- Billing Cycles (CQ)
- Adjustment Codes (CQ)
- Payment Terms (CQ)
- Accounting Periods (CQ)
- System Settings (CQ)
- User-Defined Fields (CQ)
- Budget Alerts (CQ)
- Skills (CQ)
- Stages (CQ)
- Scheduled Hours Color Map (CQ)
- Permission Sets (CQ)
- Projector Web (CQ)
- Companies (CQ)