How do I Set-up Vertabase?
Vertabase is very easy to set up. You can be up and running in less than 5 minutes. Follow these simple steps: • Click Admin in the blue navigation bar and then click Company Settings in the orange navigation bar; • Add your company’s office location under Offices; • Add the names of a few of your clients under Clients; and • Add the names of a few typical project activities under Work Types. With Offices, Clients and Work Types in place you can create projects, build schedules, manage budgets, track time, and much more. This all you need to get started. You can always add more items or configure other options later. You can also add many of these items on the fly wherever you see an “add new” link. Other options you can configure include your company’s typical work week or hours worked per week, time tracking, document storage limits and document retrieval, what triggers email notifications to whom, specific project data fields, user groups, reporting options, categories in the expens
