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Setup overview

Setup contains the tenant master data and rules used by schedules, time, expenses, WBS, budgets, and integrations.

Master tabs​

Visible tabs can include Employees, Employee Reporting, Jobs, Phases, Cost Codes, Business Partners, Divisions, Branches, Departments, job classifications, employee classifications, unions, agencies, rate codes, expense types, transaction types, and change-order types.

Time setup​

Configure work periods, overtime rules, shift rules, and pay groups before processing time. Changes should be date-effective and tested with representative entries before payroll use.

WBS setup​

Configure WBS codes, item groups, and items before loading detailed project cost facts. Use one agreed coding standard across the application and integration.

Setup discipline​

  • Use stable, meaningful codes and clear names.
  • Avoid deleting a record already referenced by transactions; deactivate it when supported.
  • Check integration mappings before changing a code.
  • Keep employee, project, and accounting ownership clear.
  • Review access after adding a new job or organizational unit.

Setup tabs are filtered by permissions, so two administrators with different roles may see different choices.