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