These are the steps required to set up:
Set up users and assign security roles. See Setting Up Users.
Define years for close process activities. See Defining Years.
Define periods for close process activities. See Defining Periods.
Create Integration Types. See Creating Integration Types.
Create Task Types. See Creating Task Types.
Create Alert Types. See Creating Alert Types.
Create custom attributes. See Defining Custom Attributes.
Turn on User Sync Process. See User Sync Process