Administrator Checklist

As the administrator, you will be overseeing the entire setup and implementation of Workamajig. During the setup period, you may decide to make all the members of the implementation team an Administrator in the system; this will allow everyone full access to setup Workamajig. When you are close to the Go Live, you can decide to take away the administrator right.

Getting To Go Live

Though many of these areas will be set up by other members of the implementation team, you will need to confirm the settings prior to Go Live:

_ System Default Settings

_ Employees

_ Login Settings: User ID/Password

_ Notifications

_ Accounting

_ Services

_ Default Calendar settings/access

_ System Setup

_ Account Information

_ Visual Appearance

_ Address Information

_ Mail Settings

_ Global Options

_ Transaction Preferences

_ Security Settings

_ Desktop Widget Settings

_ WebDAV Setup

_ Contact Management

_ Calendar Resources

_ Activity Types

_ Meeting Types

_ Time and Billing

_ Services

_ Billing Items

_ Invoice/Estimate Layouts

_ Purchasing

_ Expense Report Items

_ Purchase Items

_ Media

_ Broadcast Items

_ Print Items

_ GL Settings

_ GL Accounts

_ GL Tracking Options

_ Check Formats

_ Calendar

_ Holidays Setup

_ Production Default Settings

_ Project/Template

_ Template By Project Type

_ Schedule

_ Assignments

_ Estimate

_ Internal Projects

_ Sales Effort Project

_ PTO By Employee

_ General

_ Billing

_ Billing Worksheet Workflow

_ Receipt Workflow

_ Purchasing

_ Order Workflow

_ Vendor Invoice Workflow

_ Payment Workflow

_ Staff

_ Time Entry Workflow

_ Project Expense Workflow

_ Expense Report Workflow