How to... Complete the step-by-step instructions for the tasks that you perform when managing organizations. Related Topics:Search for Organizations You can search for organizations using one or more search fields. Add and Manage Internal Organizations Internal organizations refer to your main office, as well as any branches, satellite offices, or other organization entities that are subordinate to the main organization. Add and Manage External Organizations External organizations are those that your company does not own or control, but with which it has a business relationship. This can include contractors, subcontractors, suppliers, customers, partners, and other organizations. Add a Note to an Organization You can add notes to an organization to provide supporting information. Add an Insurance Policy to an Organization You can add the details of any insurance policies that apply to an organization, such as a liability or indemnity insurance policy. Configure Reporting You can configure the logo images that display on reports that users generate against an internal organization. You can set individual report logos for each module type, including DLM, observation, and snagging/punch list reports. You can also set a general organization report logo, and this will be used in the absence of a logo for a particular module report type. Parent Topic: Organizations HomeDeltek PIM HelpOrganizationsHow to...
How to... Complete the step-by-step instructions for the tasks that you perform when managing organizations. Related Topics:Search for Organizations You can search for organizations using one or more search fields. Add and Manage Internal Organizations Internal organizations refer to your main office, as well as any branches, satellite offices, or other organization entities that are subordinate to the main organization. Add and Manage External Organizations External organizations are those that your company does not own or control, but with which it has a business relationship. This can include contractors, subcontractors, suppliers, customers, partners, and other organizations. Add a Note to an Organization You can add notes to an organization to provide supporting information. Add an Insurance Policy to an Organization You can add the details of any insurance policies that apply to an organization, such as a liability or indemnity insurance policy. Configure Reporting You can configure the logo images that display on reports that users generate against an internal organization. You can set individual report logos for each module type, including DLM, observation, and snagging/punch list reports. You can also set a general organization report logo, and this will be used in the absence of a logo for a particular module report type. Parent Topic: Organizations HomeDeltek PIM HelpOrganizationsHow to...