How to use the setup assistant

The setup assistant points out a suggested order to set up your VOGSY environment:

The Basic setup concerns your company's setup, which includes defining your organization structure and other company-wide settings.

Next, the setup guides you through the setup of resources, after which you will be ready to populate your environment with employees.

The CRM setup deals with specifics around organizations, contacts, and opportunities. This step allows you to connect to a CRM system.

The accounting integration setup enables you to connect to multiple financial software solutions and perform the initial import of organizations and contacts from these financial solutions.

The Projects setup lets you define how to create projects and plan resources.

Finally, in the Accounting setup, you configure the VOGSY accounting module.

The majority of the steps in the Setup Assistant are straightforward to configure.

The following topics need special attention.

You can set up a 3-layered organizational structure. The main company (headquarters or holding company) contains one or more subsidiary regional companies.

A company contains one or more departments. Set up departments to organize activities, tasks, and employees into manageable segments.

Each company can have its local currency and financial integration with a 3rd party software solution.

Go to this section for more information on setting up your international company structure.

Activities are critical to your project work breakdown (WBS) structure. Activities' cost and sales rate create the calculations for projects and quotes. Activities need to be clearly defined and harmonized for every project. This makes time tracking easier and prevents errors in invoicing customers.

For more information, go to How to set up activities in VOGSY.

VOGSY considers all users who work for your company, including temporary employees and contractors, as employees. You can manage employees using the Employees Back Office application. This application allows you to add and configure employees and assign roles, activities, cost and sales rates, and working hours.

If your organization distinguishes multiple revenue streams, and you want to be able to report on these revenue streams, you need to define various revenue types. With the Revenue types function, you establish a link to the underlying project accounting.