Activate Organizations

Use the Activate Organizations page to provide information about the structure of your enterprise, including your companies and your "organizations" or business units.

To set up your organizational structure:

1. On the Activation menu, click Activate Organizations.
2. Select Yes or No for the question Do you have multiple companies. If you select Yes, note that you will set up your main company now, and then set up additional companies after the Activation and Setup process is complete.
3. Select Yes for Do you have Profit Centers or Business Units that require their own income statements if your enterprise is made up of separate organizations; otherwise, answer No.

   Deltek provides the framework for tracking multiple "organizations" in your company. These separate organizations are business units that incur expenses and/or generate revenue. For example, if your company is divided into regions and offices, you may create a separate organization for each region and office and maintain information for each of these segments of your business. To learn more about how this works, see the Organization Reporting Overview help section.

4. Enter the name of your main company.
5. Select the number of levels of organizational structure that you need.

   Depending on the size and complexity of your enterprise, you can create a fairly simple or more complex organization structure. To learn more about organization levels, see the Organization Reporting Structure help topic.

   If you have multiple companies, your companies are automatically considered to be the first level. So, if you have multiple companies and also want to track branch offices and disciplines, you need a three-level organization structure.

6. Enter the singular and plural names for the levels in your organization.
7. Click Activate to update the database to reflect your organization structure. The Level Values and Combinations tabs display. Use these tabs together to identify the specific business entities you want to track.
8. Click Level Values and enter all of the valid values for the organization you want to define. For example, if you have two levels, Office and Studio, list all of your offices and all of your studios. Assign a two-character code to each of the values (for example, BA for Buenos Aires or BR for Branding).
9. Click Combinations and identify valid combinations of these values. For example, if you have two levels, Offices and Studios, identify valid combinations, such as Paris/Branding, Paris/Consumer and New York/Tech. If your Paris office does not have a Tech studio, do not enter that combination.
10. Activate Organizations is the last step in the activation process. If you want to review or change any of your prior activation settings, do this now. Note: After you click Done Activating Organizations, you cannot change any of the activation settings you selected.
11. When you are satisfied that your activation entries are complete, click Done Activating Organizations.
12. Click and then click Log Out. Activation is now complete. Continue with the setup process to enter information about your projects, employees, and finances.