Managing Organizations
Projects usually involve the participation of people across multiple organizations, including people from your own organization, and people from external organizations, such as clients and contractors.
Organizations can also be hierarchically structured within PIM. This enables a parent organization to be linked to one or more organizational branches. Organizations can be linked to a number of records, including projects, enquiries, opportunities, contacts, and documents.
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- How to...
Complete the step-by-step instructions for the tasks that you perform when managing organizations.
Parent Topic: Deltek PIM Help