One of the more important things you will need to do is to plan and set up your organization. What you need from the software will determine how you set up your organization. It is important to learn all the features and flexibility available before planning. This will ensure that when you set up your organization, you will get the most out of the software.

The links in this topic provide information on planning your organization as well as what you need to set up now and what you can set up at a later date.