Setting General System Options
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CHAPTER 10
Setting General System Options
This chapter provides information on the general system options you should configure before you add users
and projects.
Items to Set Up before Adding Users and Projects
Required
Before adding users and projects, you must configure the following:
Optional
The following system options can be set at any time:
Defining the Holidays that Users Take
Holiday calendars are sets of holidays taken by users. These dates are highlighted in timesheets and cal-
endars. Any holidays are ignored in time off calculations – that is they are not considered “time taken” be-
cause the user would not have worked that day.
Time off taken for holidays is entered against a Time Off Type for Holidays that you define. You can also
choose to have the user’s hours per day automatically added to holidays. A booking will be automatically
generated for each holiday. Both of these options can be configured at:
Administration > Timesheet Setup > Time Off Types
Holiday calendars can be configured at:
Item to Configure
How they’re Used
Page
Holidays
Defines the holidays that users take, which will
be excluded from time off calculations and
shown in timesheets and calendars
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Currencies
To allow pay and billing rates, costs, and ex-
penses to be entered in multiple currencies
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System Preferences
(Security)
Defines the security options used by the system 53
System Preferences
(Usage, Reports, Web
Addresses, Feedback)
Specifies general system-wide settings
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DCAA Compliance
To track changes for DCAA auditing, if using the
Project & Billing Edition
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Item to Configure
How they’re Used
Page
Themes
To customize the look and feel of the system
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