Use the Activate Organizations page to provide information about the structure of your enterprise, including your companies and your "organizations" or business units.
To set up the structure for your organizations:
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On the Activation menu, click
Activate Organizations.
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If you are licensed to use the PSA module and you are activating
Vantagepoint with QuickBooks integration, enter the name of your company on this page and continue with step 11 below. Otherwise, continue with step 3.
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In response to the question
Do you have multiple companies?, select
Yes or
No.
If you select
Yes, you set up your main company now, and then set up additional companies after the Activation and Setup process is complete.
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If your enterprise is made up of separate organizations, select
Yes for
Do you have Profit Centers or Business Units that require their own income statements; otherwise, answer
No.
Vantagepoint provides the framework for tracking multiple "organizations" in your company. These separate organizations are business units that incur expenses and/or generate revenue. For example, if your company is divided into regions and offices, you might create a separate organization for each region and office and maintain information for each of these segments of your business. To learn more about how this works, see the
Organization Reporting Overview help section.
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Enter the name of your main company.
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Select the number of levels required by the structure of your organizations.
Depending on the size and complexity of your enterprise, you can create a fairly simple structure or a more complex one. To learn more about organization levels, see the
Organization Reporting Structure help topic.
If you have multiple companies, your companies are automatically considered to be the first level. So, if you have multiple companies and also want to track branch offices and disciplines, you need a three-level organization structure.
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Enter the singular and plural names for the levels in your organization.
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Click
Activate to update the database to reflect your organization structure.
The Level Values and Combinations tabs display. Use these tabs together to identify the specific business entities that you want to track.
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Click
Level Values and enter all of the valid values for the organization that you want to define.
For example, if you have two levels, Office and Studio, list all of your offices and all of your studios. Assign a two-character code to each of the values (for example, BA for Buenos Aires or BR for Branding).
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Click
Combinations and identify valid combinations of these values.
For example, if you have two levels, Offices and Studios, identify valid combinations, such as Paris/Branding, Paris/Consumer and New York/Tech. If your Paris office does not have a Tech studio, do not enter that combination.
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If you want to review or change any of your prior activation settings, do so now, before you activate organizations, which is the last step in the activation process.
After you click
Done Activating Organizations, you cannot change any of the activation settings that you selected.
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When you are satisfied that your activation entries are complete, click
Done Activating Organizations.
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Click
and then click
Log Out.
Activation is now complete. Continue with the setup process to enter information about your projects, employees, and finances.
Video
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Description
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Activate Organizations
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Learn how to set up an organization structure that reflects how your enterprise is structured and to specify whether or not you need to track multiple companies.
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