How to...
Use Organization Settings to configure organizations. These procedures apply if your only activated modules are CRM and/or Resource Planning. If you have any other modules, you set up and add organizations in the desktop application.
For more information, see the discussion of Organization Reporting in the Concepts section of the help.
- Related Topics:
- Set Up Your Initial Organization Structure (CRM or Resource Planning)
You can associate employees, generic resource, and projects 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. - Add Organizations (CRM or Resource Planning)
If you configured Vantagepoint for a fixed organization structure, add organizations on the Organizations form. - Delete Organizations (CRM or Resource Planning)
You can delete an organization if it is not associated with any employees, projects, or generic resources in the database.
Parent Topic: Organizations (CRM or Resource Planning)