ERP DFW Guidance
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  • 👋Welcome ERP DFW Guidance
  • 🚀Getting Started
    • System Overview
    • Setup Workspace
    • Update Personal Information
    • Setup Table Preview
  • 📂Master Data
    • Overview
    • User & Employee
    • Item Management
    • Office/Branch
    • Chart of Account (CoA)
    • Cost Center
  • ⚙️Initial Project Setup
    • Overview
    • Setup by Finance/Administration
    • Setup by Project Coordinator
  • 💳Procurement / Purchasing
    • Overview
    • Procurement - Direct to Vendor
    • Procurement - Cash Advance
    • Procurement - Reimbursement
  • ✈️Travel Process
    • Overview
    • Travel - Cash Advance / Direct to Vendor
    • Travel - Reimbursement
  • 👥Human Resources (HR)
    • Timesheet (TS)
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  • Step 1: Duplicate Personal Workspace (According To Your Work Position)
  • Step 2: Edit the list and shortcut according to your name
  1. Getting Started

Setup Workspace

Last updated 1 year ago

Workspaces provide a dedicated area for users to manage and organize their tasks, projects, and activities. Each workspace is designed to streamline specific workflows, making it easier for users to focus on their key responsibilities.


Step 1: Duplicate Personal Workspace (According To Your Work Position)


Step 2: Edit the list and shortcut according to your name

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