Organization Setup

Similar to profit centers, organizations are separate business units that incur expenses or generate revenue. For example, if you divide your enterprise into regions and offices, you can create a separate organization for each region and office, and maintain information for each of these segments of your business.

You establish organizations and associate them with projects and employees.

To keep track of an organization's revenue and expenses, Deltek must know which transactions, projects, and employees belong to which organizations.

Organizations are identified by subcodes made up of letters and/or numbers. Each subcode represents a level in the organization structure. An organization code can consist of up to five subcodes, each representing a different level of information.

Before you make any organization setup decisions, read "Organization Reporting Concepts" in the Concepts section of the online help. This section contains important information that you must have to make good setup decisions.

Main Setup Steps

  • Use Organization General Setup to establish an enterprise-wide organization settings for your enterprise.
  • Use Subcodes Setup to set up individual subcodes for each level of your organization.
  • Use Individual Organization Setup to create new organizations and make modifications to existing organizations.
  • If you use multiple companies, use Consolidated Reporting Setup to configure your financial statements.

Multiple Companies

You enable the Multicompany feature through Organization Setup, including setting up the initial company and creating additional companies.

Related Topics:

  • Checklist Deciding How to Set Up Organization Reporting
    When you install Deltek Organization Reporting, you must make certain strategic decisions.
  • Multicompany Feature Setup
    The Multicompany feature lets you track data for multiple legal entities using a single database and complete and report on intercompany transactions, including intercompany billings. Use Organization Setup to enable this feature.
  • Organization Subcodes
    Organizations are identified by subcodes made up of letters and/or numbers. Each subcode represents a level in the organization structure.
  • Individual Organization Setup
    Use Individual Organization Setup to construct valid organization combinations using the subcodes you created, determine overhead distribution and allocation setup, and establish cross charges for regular and overhead projects.
  • Firm Setup - Proposals
    If you use the Proposals application, you use the Firm Setup - Proposals feature of Organization Settings to set up "Proposal Firms."
  • Consolidated Reporting Setup
    If you use multiple currencies, you may want to generate consolidated financial statements for multiple companies. Consolidated Reporting Setup lets you set up this grouping.
Parent Topic: Settings