Configuration

Use the areas in the Configuration workspace to specify your business unit structure, security needs, employees, and other basic information that Deltek CRM requires. You can also import employees, contacts, and opportunities, and implement integration of Deltek CRM with GovWin IQ and Kona Business.

Before you make Deltek CRM generally available, decide how you want to configure the product and use the areas in the Configuration workspace to implement those decisions.

Note: Changes to configuration settings do not immediately affect users who are logged on at the time the change is made, including the person who makes the changes. The changes only take effect for those users after they log out of Deltek CRM and then log back in.

Workspace Help Sections

Use these links to display lists of help topics related to the main Configuration workspace areas.