Quick-Start Guide

This section outlines a first installation of PSA. You must be logged in as a system administrator, or equivalent to perform setup. Click a related help topic link and complete the tasks in that topic.

PSA Setup Tasks

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 Security and Sharing
Manage permission sets and permission set groups	PSA Functional Permissions Overview
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 Tasks

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 an RPG
Create resources	Setting up PSA Resources

Optional Setup Tasks

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 categories, skills and certifications	Setting up Categories, Skills, and Certifications
Set up rate cards	Setting up Rate Cards
Set up forecasts	Setting up 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