What is the initial step to edit an out-of-the-box Workspace?

To edit an out-of-the-box Workspace in Certinia PSA, the initial step is to clone the Workspace. Cloning allows you to create a copy of the original Workspace, ensuring that the original settings and structure are preserved while enabling you to customize your version as needed. This approach is critical because making direct edits to the out-of-the-box Workspace could lead to unintended consequences or a loss of functionality, especially after system updates or upgrades.

Cloning provides a safe environment to modify parameters, add or remove components, or change layouts without risking the integrity of the standard Workspace used by others or the stability of the overall system. This method fosters a more efficient development process, allowing users to test and iterate on their changes in a separate instance, which is crucial for maintaining a robust and reliable project management environment.