Instructions for Setting Up Your Company's Project Management Solution

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Before starting work on the Project Management configuration, it is necessary to customize it to meet your specific needs.

The following settings are available for customization:

  • How do I add a custom role to a project?
  • How do I add project stages?
  • How do I give a project manager access to the manager's planner?
  • How do I add expense items to configuration data tags?


To Go