• Start Here
    • About Project Analyzer
    • Performing Initial Project Setup
    • Saving Your Work
    • Working with the Data Entry Grid
  • Work with Tabs
    • Color-Coding of Tabs in Project Analyzer
    • Project Scope Tabs
    • Accounting Tabs
    • Project Budget
    • Project Monitoring
    • Business Development
  • Use Projection Tools
    • Financial Projections: Toolbar
    • Staffing Projections
    • Team Projections
    • Net Revenue Chart
    • Net Revenue Projections
    • Billing Projections Chart
    • Billing Projections Summary
    • Budget Summary Chart
    • Budget Summary
    • Labor Projection Chart
    • Labor Budget Projections
  • Guides
    • User
    • Accounting
    • System Admin
  • Configure your System
    • System Configuration: Toolbar
    • General Settings Tab
    • Security Tab
    • Options Text Tab
    • Companies and Offices Tab
    • Default Opportunity Phases Tab
    • Disciplines Tab
    • Office Labor Rates Tab
    • Accounts Tab
    • Team Roles Tab
    • Consultants Tab
    • Efforts Tab
    • Employees Tab
    • Annual Budgets Tab
    • Newforma Project Center Tab
    • Labels Tab
  • All Files
You are here: Welcome
  • Start Here
  • Work with Tabs
  • Use Projection Tools
  • Configure your System
    • System Configuration: Toolbar
    • General Settings Tab
    • Security Tab
    • Options Text Tab
    • Companies and Offices Tab
    • Default Opportunity Phases Tab
    • Disciplines Tab
    • Office Labor Rates Tab
    • Accounts Tab
    • Team Roles Tab
    • Consultants Tab
    • Efforts Tab
    • Employees Tab
    • Annual Budgets Tab
    • Newforma Project Center Tab
    • Labels Tab

System Configuration

The System Configuration window allows you to set up and manage various system parameters.

Note: Ideally, you will configure the system before starting your projects.