Organization Structure Setup Dialog Box
You have the option to associate employees, generic resource, projects, and opportunities with organizations. To do that, you first use the Organization Structure Setup dialog box to select the type of structure and other properties of the structure.
Deltek strongly recommends that you carefully plan the organization structure you want before you set it up in Deltek Resource Planning. Once you have set up your organizations and, in particular, once you have assigned employees, projects, opportunities, and generic resources to those organizations, it is difficult and time consuming to change the number of levels.
For more information about setting up and using organizations, see Organizations.
Location
To display the Organization Structure Setup dialog box, complete the following steps:
- In the Configuration workspace, click on the left edge of the Deltek Resource Planning page to go to the General area.
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Do one of the following on the Organizations tab:
- If you have not yet set up your organization structure, click + Set Up Organization Structure.
- If you previously set up and saved an organization structure and want to make changes to the structure settings, click next to the Organizations field in the upper-left corner of the tab.
Contents
Additional Options for a Variable Structure
If you select Variable in TYPE, the following options are available:
Additional Options for a Fixed Structure
If you select Fixed in TYPE, the following options are available: