RA Options Setup

This is for Admin users. From RA option set up user can add Project, Client, Allocation Title, Allocation Type, Role, Project Type, Currency code, Capability Rating, Client Location, Location, Module, Invoice Frequency etc.

 

 

Some of the data like Employee ID, Employee Name, Designation, Grade (if applicable), Reporting Manager, Functional Manager, Business Unit, and Resource Location this data is default and cannot be edited.

Note: Modified By & Modified Date is also set by default.

The previously set data are displayed below in list. The admin can edit or delete the entries by clicking on the Edit or Delete icons as show in the screen below.

 

On clicking the Edit button, a screen with details opens as given below.

 

The Admit can make changes and click on the save button to save the changes as shown in the above screen.