In this lesson you will learn how to maintain all the general settings that are available in Budgeting & Planning. Many of these options can be left in the default settings that existed upon initial install of the product, but in the event you may want to change some things, the information in this lesson will help.
Upon successful completion of this chapter, you will be able to:
Maintain Generic Staff Tables
During the installation and subsequent data validation, there are numerous settings and general configuration switches that must be adjusted to optimize the interaction with your unique accounting system installation and operating circumstances. The general settings you have access to are a subset of B&P's general settings, and in some cases, you may be directed by technical support staff to modify them.
Global generic staff is considered a configurable general setting because it is an integral component of both project and organization budgeting processes. You should load a generic staff list that reflects the labor categories and associated hourly cost and billing rates used by the organization contracts/proposal shop.
These general settings and processes are important due to their pervasive impact on data within the database.