Course Details

Duration: 59:19

Audience: Administrators

Overview of Course: This course is designed to assist Administrators with learning how to set up their AdaptiveWork environments and configure the settings that will govern their deployment. Admin users can maximize the benefits of the system and meet the needs of your organization by customizing the default settings of relevant, mandatory or optional system setting parameters.

Topics Include:

• (0:34) Change Logo and Org. Name
• (2:16) Setting Up Organization Calendar
• (7:39) Establishing Default Cost & Billing Rates
• (8:40) Login and Password Settings
• (11:33) Organization Settings
• (12:37) Permissions Settings
• (17:23) User Interface Settings
• (19:35) User Management Settings
• (22:12) Files and Collaboration Settings
• (28:46) Work Management Settings
• (36:31) Resource Management Settings
• (39:07) Budget Management Settings
• (42:01) Email Settings
• (43:14) Interact Settings
• (44:10) Progress/Time Reporting Settings
• (54:32) Expense Settings
• (55:08) Alert Settings
• (58:01) Mobile and Labs Settings

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Related Videos:

• System Settings Tutorial
• Calendar Management and Holiday Loader

Additional Reference Materials: