Add a Company

The Multicompany feature lets you create the initial company, you can add more companies. You must create a separate company record for each company in the enterprise.

You can add a company from scratch or copy an existing one and update it.

To create a company record:

1. On the Navigation menu, click Settings > Organization > Codes in the desktop application.
2. On the Organization Codes form, click the Subcodes tab and set the Level option to 1.
3. Click Insert on the Subcodes grid.
4. On the Add Company dialog box, complete the fields on the General tab and the Formatting tab.
5. If you use multiple currencies, complete the fields on the Currency tab.
6. Click Save.

Before you process any data for the new company, you must log out of Deltek and log back in again.