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Managing Projects with xTuple

  
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Chapter 1. System Administration
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Chapter 1. System Administration

1. Project Configuration
1.1. User Permissions
2. Time & Expense Configuration
2.1. Installing the Package
2.2. Configuring CRM
2.3. Setting up Expense Items
2.4. Configuring Employees
2.5. Defining Billing Rates
2.6. User Permissions
3. Project Accounting Configuration
3.1. Configuring CRM
3.2. Assigning User Permissions
4. Job Costing Configuration
4.1. Configuring CRM
4.2. Item Site Configuration

In this chapter we will cover the configurations required to enable the project and job costing features discussed in this eBook. The amount of setup required varies depending on the feature set. The Time & Expense configuration is by far the most involved. Enabling projects, on the other hand, is as easy as selecting one check box on the CRM Configuration screen!

We will assume for this chapter that other aspects of your xTuple ERP system administration are already in place. We will focus exclusively in this chapter on the configurations required to enable project and job costing features. If you need help with other system administration topics, please consult the following additional resources:

xTuple ERP Reference Guide

See the System module chapter of the xTuple ERP Reference Guide for detailed information about xTuple system administration. The xTuple ERP Reference Guide is available online—or you can purchase it as a .PDF from the xTuple xChange.

Admin and Setup Docs

For a broad range of how-to's and other topics related to xTuple system administration, please visit the Admin and Setup section of the xTuple community website.

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1. xTuple ERP Editions Home 1. Project Configuration