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Setting up your company as the Administrator can involve a number of different elements - each with their own set of information. Setting up each of the items that correspond to your company structure will ensure a complete system to meet your job tracking, costing and billing needs. To begin working quickly, a minimum amount of information is required to get the system up and running or to explore further the Job Manager system. This required information includes:
Departments - At least one department must be set up in the Departments & Cost Centers setup window.
Cost Centers - At least one cost center must be set up and assigned to a department.
Tasks - At least one task must be set up and assigned to a department/cost center.
User Groups - At least one user group must be set up with access privileges assigned to the user group.
Employees - At least one employee must be set up and assigned to a user group and default department/cost center.