Use the
Organizations tab to set up combinations of subcodes that represent valid
organizations.
Depending on the structure of your
organizations, you may have up to five subcodes in each
organization code.
Contents
Grid
| Field | Description |
|---|
| Drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Insert
|
Click this option to insert an
organization in the
Organizations grid. An empty row is inserted below the current position of the row selector.
|
 Copy
|
Click this option to copy the current
organization's data. The data is copied in its entirely to the row below. Modify the
organization's information to create a new
organization.
|
 Delete
|
Select an
organization and click this option to remove the record.
|
| <Level 1>
|
Select the subcode for Level 1 of the
organization code. The drop-down list contains the valid subcodes that you set up for Level 1 on the Subcodes tab. If you have multiple companies, Level 1 is the company level.
|
| <Level 2>
|
Select the subcode for Level 2 of the
organization code. The drop-down list contains the valid subcodes that you set up for Level 2 on the Subcodes tab.
|
| <Level 3>
|
Select the subcode for Level 3 of the
organization code. The drop-down list contains the valid subcodes that you set up for Level 3 on the Subcodes tab.
|
| <Level 4>
|
Select the subcode for Level 4 of the
organization code. The drop-down list contains the valid subcodes that you set up for Level 4 on the Subcodes tab.
|
| <Level 5>
|
Select the subcode for Level 5 of the
organization code. The drop-down list contains the valid subcodes that you set up for Level 5 on the Subcodes tab.
|
| Name
|
Enter a name for the
organization.
|
| Costpoint Code
|
This column displays if the
Display CostPoint
Organization Code option is selected on the
Organization General Setup Form. Refer to this column for the Costpoint code information that corresponds with the current
Deltek code. The Costpoint codes are populated by the Costpoint reorganization function.
|
| Status
|
From the drop-down list, select one of the following values:
-
Active: The
organization is currently used. This is the default status for all subcodes and
organization combinations.
-
Inactive: The
organization is not currently used and is not available on the list of active
organizations that displays on the
Organization lookup. When you select this option, it removes the
organization from the list of active
organizations that displays on the lookup, but the
organization remains in
Deltek to report on history.
-
Dormant:
Organizations that are dormant are currently not used. You cannot assign new
employees,
projects,
vendors, or other records to these
organizations.
|
