Implementation Checklist for Admins
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 help set up Workamajig. When you are close to the Go-Live, you can decide to take away the administrator rights.
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