Settings Module Overview

Tangram consultants work closely with your designated project team to plan and build your WorkBook system, according to your agency’s processes. During the initial build we will be responsible for the system setup, most of which takes place in the settings module.

Once you go live, it will be up to your system administrator/s to manage these areas if changes to the system setup are required. The articles in this section are designed to provide guidance on managing these potential changes.

Related articles

• Page:
  Retainers > Retainer Module Setup (Deltek WorkBook)

  • system-controls
  • system-variables
  • retainer-configuration
  • enable-retainer
  • retainers
  • retainer-module
  • retainer-setup
  • retainer-module-setup
  • settings-module
  • r13
  • 13-1-129
  • 13-1-132
  • workbook-retainer-module
  • workbook-retainers
• Page:
  Company Settings > Manage Accounting Periods (Deltek WorkBook)

  • manage-accounting-periods
  • lock-accounting-period
  • open-accounting-period
  • settings-module
  • company-settings
  • accounting-periods
  • month-end
  • r13
  • 13-0-92
  • 13-0-94
• Page:
  Implementation > Email Integration Creditor Invoices (Deltek WorkBook)

  • email-integration
  • email-integration-creditor-invoices
  • email-integration-vendor-invoices
  • email-integration-vouchers
  • voucher-hot-imap-agent
  • agents
  • implementation
  • creditor-invoices
  • vendor-invoices
  • settings-module
  • import-data
  • vouchers
  • r13
  • 13-0-94
  • 13-0-92
• Page:
  Dimensions > Job Types (Deltek WorkBook)

  • 13-4-341
  • dimension-setup
  • dimensions
  • settings-module
  • r13
  • dimensions-summary
  • job-type-dimension
  • job-type
  • job-types
  • job-type-setup
  • system-administrator
• Page:
  Dimensions > Client Groups (Deltek WorkBook)

  • client-groups
  • client-group
  • 13-4-341
  • dimension-setup
  • dimensions
  • settings-module
  • r13
  • dimensions-summary
  • client-dimensions
  • client-reporting
  • system-administrator
• Page:
  Company Settings > Departments (Deltek WorkBook)

  • dimension-setup
  • dimensions
  • settings-module
  • r13
  • profit-centre
  • consulting-center
  • department
  • departments
  • merge-departments
  • department-dimension
  • 13-4-341
  • system-administrator
  • add-departments
  • delete-department
  • add-department
  • enable-departments
• Page:
  Dimensions > Dimension Setup (Deltek WorkBook)

  • 13-4-341
  • enable-dimensions
  • add-dimension
  • remove-dimensions
  • user-defined-dimensions
  • update-dimensions
  • add-dimensions
  • user-defined
  • dimension-setup
  • dimensions
  • settings-module
  • r13
  • dimensions-summary
  • client-dimensions
  • company-dimensions
  • system-administrator
  • consulting-centre
  • client-groups
  • job-types
  • department
  • practice-area
  • profit-centre
• Page:
  Custom Translation > Import and Export Translation (Deltek WorkBook)

  • languages
  • language
  • custom-translations
  • deltek-workbook
  • settings-module
  • custom-translation
  • translation
  • translations
  • 13-4-341
  • advanced-tools
  • system-administrator