Setting up the Application

If you have permissions to do so, you can follow the steps described in this section to setup and configure PSA. The tasks and settings described in this section are normally managed by a system administrator. For more information, see Quick-Start Guide.

Concepts

Quick-Start Guide

Tasks

Importing and Exporting Configurations

Setting Initial Configuration Options

Data Setup Tasks

Optional Setup Tasks

Permission Controls

Customizing Page Layouts

Installing Extension Packages

Setting Current Time Period Fields

Setting the Actuals Processing Mode

Amending Configuration Values

Managing Configuration

Configuration Settings

Data Management

Managing Security and Sharing

Managing Business Records

Creating Miscellaneous Adjustments

Setting up Accounts and Opportunities

Setting up Multiple Expense Entry

Backlog Calculation