Configuration Workspace

Use the areas in the Configuration workspace to specify your organization structure, security needs, employees, and other basic information that Deltek CRM requires.

The Configuration workspace also includes processes that you can use to import much of the information that you work with in the Resource Planning workspace. And you can also import opportunities and contacts into the Business Development workspace, as well as integrate that workspace with GovWin IQ and Kona Business.

Related topics:

  • Configuration: General
    Use the General area of the Configuration workspace to activate your Deltek CRM modules, define your organization structure (if you use organizations), and specify a variety of other configuration settings.
  • Configuration: Security
    Use the Security area in the Configuration workspace to specify your password policies and set up the security roles that control access to Deltek CRM.
  • Configuration: Employees & Users
    Use the Employees & Users area in the Configuration workspace to enter or import employee information. For employees who use Deltek CRM, that information includes their logon information and security role.
  • Configuration: Integrations and Imports
    Use the Integrations and Imports area in the Configuration workspace to integrate Deltek CRM with other business applications and to import data into Deltek CRM from other sources.
  • Configuration: Customization
    Use the Customization area in the Configuration workspace to replace the default Deltek CRM labels with those that are used in your firm (for example, replace the default "Subconsultant" with "Subcontractor") and to specify valid values for system fields that are used in drop-down selection lists (for example, a list of the valid opportunity stages for your firm).
Parent Topic: Deltek CRM