Removing the Sample Data
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7. Delete the sample user defined fields:
a. Select User Defined Fields from the Users/Departments side menu.
b. From the:
Timesheet tab, under the Timesheet (Row Level) heading:
Click the
icons next to the Location and ETC (Hrs) fields. Select Yes to con-
firm each deletion.
Project/Task tab:
Click the
icon next to the Phase field. Select Yes to confirm the deletion.
8. Select Projects from the top menu.
9. Delete all sample projects:
a. From the Setup side menu, select Projects.
b. Select All Projects and Both (where applicable) from the filters at the top of the page.
c. Click the Select All heading in the Projects table.
d. Select Delete, and then select Yes to confirm the deletion.
10. Delete all sample clients:
a. From the Setup side menu, select Clients.
b. Click the
beside each client, and select Yes to confirm each deletion.
11. Delete all sample roles/rates:
a. From the Setup side menu, select Roles/Rates.
b. Enable the Select All check box.
c. Select Delete, and then select Yes to confirm the deletion.
12. Select Administration from the top menu.
13. Delete the sample admins information:
Click the
next to the admin user (Doug Brown), and make the following changes to his informa-
tion.
Personal Information (top of page)
a. Change the First and Last Name to admin.
b. Delete the information in the Employee ID, and E-mail fields.
Access tab
a. Change the Login Name to admin.
b. Set the Primary Department to Company.
c. Clear all Permissions except for Administrator.
Advanced tab
General:
a. Delete the Supervisor by selecting Edit, and then clicking the
icon next to the
policy entry that displays.
b. Delete the information in the Start Date field by clicking the
, and then selecting
<None>.
c. Set the Hourly Cost to 0.
d. Set the Default Billing Rate to 0.