Overview
This help article describes the initial steps to set up Atlas.
TABLE OF CONTENTS
- Add Users to Corporate Account
- Modify Reporting Stages
- Create Milestone Plan
- Configure Document Type
- Configure Project Role
- Configure Team Template
- Manage Lookups
- Configure COGS List
- Setting Up All Projects Grid
Go to the settings menu and select Setup ATLAS in the dropdown menu. A window will open which guides the Admin to do the initial setup of Atlas. The initial setup includes adding users to updating lookup data, creating milestone plans etc.
Add Users to Corporate Account
Follow the steps described in the pop-up window. Click on Click here to configure to complete step 1.
Your corporate account window will open. After adding users, click on the Configure ATLAS Account tab at the bottom right to return to the Atlas Setup.
Modify Reporting Stages
Follow the steps described in the pop-up window. Click on Click here to configure to complete step 2. Then click Next.
Create Milestone Plan
Follow the steps described in the pop-up window. Click on Click here to configure to complete step 3. Then click Next.
Configure Document Type
Follow the steps described in the pop-up window. Click on Click here to configure to complete step 4. Then click Next.
Configure Project Role
Follow the steps described in the pop-up window. Click on Click here to configure to complete step 5. Then click Next.
Configure Team Template
Follow the steps described in the pop-up window. Click on Click here to configure to complete step 6. Then click Next.
Manage Lookups
Follow the steps described in the pop-up window. Click on Click here to configure to complete step 7. Then click Next.
Configure COGS List
Follow the steps described in the pop-up window. Click on Click here to configure to complete step 8. Then click Next.
Setting Up All Projects Grid
Follow the steps described in the pop-up window. Click on Click here to configure to complete step 9. Then click Next.
