Checklist: Setting Up a Company

You must complete several steps to set up each company that you add. This is true whether you create a new company record from scratch or copy and modify another company's record.

Before completing these steps, make sure that the company you want to work on is the active company.

Step	Description
1	Add the new company, either from scratch or by copying it from an exiting company.
2	Specify which security roles may access which companies' data.
3	Restrict access to projects, phases, or tasks to specific companies.
4	Grant access to accounts to specific companies.
5	Set up company and intercompany accounts.
6	Select an organization to use for intercompany postings.
7	Modify organization names to reflect company-organization relationships.
8	Enter additional company-specific settings.