System Administration - Configuration
Aug 11, 2026
Configuration settings allow the user to select their Organization Name, Currency, Year End and Current Year, Starting Capital Project Number, and add a Logo.
Once selected, these configuration options will be applied in user interfaces throughout the application.
| Organization Name | Enter the organization name. |
| Currency | Enter the organization's reporting currency. Options include: CAD, USD or EUR. |
| Current year |
Enter a fiscal year. This will be the system's default year for views and reporting. |
| Starting Number for Capital Projects | This value should be set by a PSD Advisor during implementation. This field assist withe picking the starting number when generating a new Project Item ID. |
| Logo | Upload a .jpeg file containing the organization's logo. The maximum file size is 25mb. This logo will be available for use in reporting. |
